LANARK FINANCIAL, INC.

CRD 17870File 801-58257

APPROVED

Retail clients

Disclosure events

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.78B

Top 25% of cohort (national)

Discretionary AUM

$795.1M

Non-discretionary $989.7M

Clients

3,576

4,966 accounts

Employees

Top 25% of cohort in AL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jan 3, 2001
Principal office: 1927 FIRST AVENUE NORTH, BIRMINGHAM, AL, 35203
Phone: 800-521-9390
Website: HTTP://WWW.NBCSECURITIES.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.78B
Discretionary AUM: $795.1M
Non-discretionary AUM: $989.7M
Discretionary accounts: 2,789
Non-discretionary accounts: 2,177
Total accounts: 4,966
AUM per client: $499K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	35	$96.5M
Charitable organizations	21	$89.1M
High net worth individuals	280	$695.9M
Pension and profit sharing plans	12	$21.2M
Individuals (other than high net worth individuals)	3,228	$882.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11C2
Q11C4
Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.