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 Aug 17, 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

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

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.