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INGHAM RETIREMENT GROUP
Legal name: INGHAM RUSSELL INVESTMENT ADVISORS INC
CRD 106299File 801-39323
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.62B
Top 25% of cohort (national)
Discretionary AUM
$983.9M
Non-discretionary $1.63B
Clients
1,056
1,056 accounts
Employees
10
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 27, 1991
- Principal office
- 9350 SOUTH DIXIE HIGHWAY, SUITE 1560, MIAMI, FL, 33156
- Phone
- 305-671-2200
- Website
- HTTPS://WWW.INGHAM.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.62B
- Discretionary AUM
- $983.9M
- Non-discretionary AUM
- $1.63B
- Discretionary accounts
- 847
- Non-discretionary accounts
- 209
- Total accounts
- 1,056
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 166 | $529.7M |
| Pension and profit sharing plans | 261 | $1.93B |
| Individuals (other than high net worth individuals) | 629 | $155.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,049 | 1,056 | increased by7 |
| Apr 1, 2026 | AUM | $2,315,055,599 | $2,615,523,682 | increased by$300,468,083 |
| Apr 1, 2026 | Accounts | 1,049 | 1,056 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 10 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,099 | 1,049 | decreased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,433,083,696 | $2,315,055,599 | decreased by$118,028,097 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,099 | 1,049 | decreased by50 |
| Apr 1, 2022 | Employees | 50 | 26 | decreased by24 |
| Apr 1, 2022 | Clients | 1,065 | 1,099 | increased by34 |
| Apr 1, 2022 | AUM | $2,266,282,757 | $2,433,083,696 | increased by$166,800,939 |
| Apr 1, 2022 | Accounts | 1,175 | 1,099 | decreased by76 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INGHAM RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INGHAM RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
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.