MICHAEL W. LASSITER CLU CHFC INC.

MICHAEL W. LASSITER CLU CHFC INC.

Michael W. Lassiter founded and operates an RIA under his own name, structured to manage family wealth with an emphasis on insurance-based financial strategies. The firm's foundation rests on Lassiter's dual professional designations—CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant)—which signal specialty in life insurance, annuities, and comprehensive financial planning (public record). The entity likely serves as a vehicle for the Lassiter family's personal capital and select client relationships, though no public disclosures confirm exact wealth origin or client profile. The firm employs a conservative investment posture, likely concentrating on fixed-income securities, whole life insurance cash values, and tax-efficient estate-planning vehicles rather than direct equity or venture deals. No known portfolio companies or direct investments are publicly attributed to this firm. Geographic footprint is inferred to be domestic US, likely in the Southeastern states, but no specific offices are documented. Team size and additional structures remain unconfirmed. The firm's regulatory filings would detail AUM and number of clients, but those are not publicly aggregated at a granular level. No philanthropic vehicles or adjacent operating businesses have been disclosed. MICHAEL W. LASSITER CLU CHFC INC. is a micro-family office that differentiates through its principals' insurance-specific credentials and likely holds a niche in managing concentrated insurance-based assets for single-family wealth. Its structural differentiator is the direct integration of insurance design with investment management under one regulatory umbrella, a model uncommon among larger multi-family offices.