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THE LAM GROUP, INC.
CRD 128055File 801-62544
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$507.4M
Above cohort median (national)
Discretionary AUM
$415.8M
Non-discretionary $91.6M
Clients
80
270 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 2, 2004
- Principal office
- Not reported
- Phone
- 503-730-9345
- Website
- https://www.thelamgroup.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $507.4M
- Discretionary AUM
- $415.8M
- Non-discretionary AUM
- $91.6M
- Discretionary accounts
- 252
- Non-discretionary accounts
- 18
- Total accounts
- 270
- AUM per client
- $6.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 19 | $4.3M |
| High net worth individuals | 54 | $485.8M |
| Pension and profit sharing plans | 7 | $16.6M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $720K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 11This 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.