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THE LAM GROUP, INC.
CRD 128055File 801-62544
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 81 | 80 | decreased by1 |
| Mar 1, 2026 | AUM | $388,270,885 | $507,399,802 | increased by$119,128,917 |
| Mar 1, 2026 | Accounts | 306 | 270 | decreased by36 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 60 | 81 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $378,913,748 | $388,270,885 | increased by$9,357,137 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 303 | 306 | increased by3 |
| Apr 1, 2022 | Clients | 53 | 60 | increased by7 |
| Apr 1, 2022 | AUM | $327,495,749 | $378,913,748 | increased by$51,417,999 |
| Apr 1, 2022 | Accounts | 325 | 303 | decreased by22 |
| 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 “LAM GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAM GROUP” 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.