Jacob K. Lang,

Jacob K. Lang, CFP®, is a Wealth Manager at Lang Capital. With more than a decade of experience in financial planning and wealth management, Jake has built his career around helping individuals and families understand complex financial decisions and develop practical strategies that reflect their goals.

Before joining Lang Capital in September 2025, Jake spent nine years at Vanguard. As a High-Net-Worth Financial Advisor, he served as the primary advisor and central point of contact for approximately 250 client households representing more than $500 million in assets. In that role, Jake advised clients on retirement planning, investment management, tax-efficient strategies, estate-planning coordination, and other significant financial matters.

Jake's work at Vanguard gave him broad national experience. He has worked with clients across all 50 states, including families as far from the Carolinas as Hawaii. That experience strengthened his ability to understand a wide range of personal circumstances, regional differences, family priorities, and financial goals.

Born and raised in the Carolinas, Jake graduated from the University of South Carolina with a degree in Management and Marketing. He is a CERTIFIED FINANCIAL PLANNER® professional and holds Series 7, Series 63, and Series 65 securities qualifications.

Jake joined Lang Capital to combine the institutional experience of a national investment firm with the personal attention and long-term relationships of a boutique wealth-management practice. He is passionate about financial planning and advising families, and his approach centers on helping clients understand their options, evaluate the tradeoffs, and make informed decisions with greater clarity and confidence.

Outside the office, Jake enjoys spending time with his wife and young daughter. He is also an avid outdoorsman and fisherman who values preparation, patience, stewardship, and a long-term perspective.

Education & Professional Background

• B.S., Management and Marketing, University of South Carolina, 2015
• CERTIFIED FINANCIAL PLANNER® professional, 2019
• More than a decade of financial-planning and wealth-management experience
• High-Net-Worth Financial Advisor, Vanguard
• Primary advisor to approximately 250 client households representing more than $500 million in assets
• Experience serving clients across the United States
• Series 7, Series 63, and Series 65 securities qualifications
• Wealth Manager, Lang Capital, LLC, 2025