Julie Kirkpatrick
Lang Asset Management · Indian Harbour Beach, Florida
Julie Kirkpatrick is a fee-only financial advisor at Lang Asset Management in Indian Harbour Beach, Florida, who holds the CFA credential. Lang Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Lang Asset Management |
|---|---|
| Based in | Indian Harbour Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $17M across 63 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 4469526 |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.langasset.com |
How Julie's firm compares
- Lang Asset Management's average account is about $270,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Julie
Is Julie Kirkpatrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Lang Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, Lang Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Julie Kirkpatrick based?
Julie Kirkpatrick is based in Indian Harbour Beach, Florida.
What credentials does Julie Kirkpatrick hold?
Julie Kirkpatrick holds the CFA credential.
Is Julie Kirkpatrick registered with the SEC?
Yes. Julie Kirkpatrick is registered as an investment adviser representative in FL, GA and TX (CRD 4469526), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lang Asset Management manage?
Lang Asset Management reports $17M across 63 accounts in assets under management.
How do I contact Julie Kirkpatrick?
Through Julie's website, www.langasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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