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LOTUSGROUP ADVISORS
Legal name: LOTUSGROUP ADVISORS, LLC
CRD 143379File 801-111051
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$286.0M
Below cohort median (national)
Discretionary AUM
$217.9M
Non-discretionary $68.2M
Clients
186
720 accounts
Employees
10
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 28, 2017
- Principal office
- 1005 S. GAYLORD STREET, DENVER, CO, 80209
- Phone
- 720.593.9861
- Website
- HTTP://LOTUSGROUPCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $286.0M
- Discretionary AUM
- $217.9M
- Non-discretionary AUM
- $68.2M
- Discretionary accounts
- 561
- Non-discretionary accounts
- 159
- Total accounts
- 720
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.2M |
| Charitable organizations | Fewer than 5 | $103K |
| High net worth individuals | 71 | $237.8M |
| Individuals (other than high net worth individuals) | 115 | $43.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 148 | 186 | increased by38 |
| Apr 1, 2026 | AUM | $233,912,867 | $286,036,049 | increased by$52,123,182 |
| Apr 1, 2026 | Accounts | 622 | 720 | increased by98 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 167 | 148 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $184,931,949 | $233,912,867 | increased by$48,980,918 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 829 | 622 | decreased by207 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 170 | 167 | decreased by3 |
| Apr 1, 2022 | AUM | $159,815,160 | $184,931,949 | increased by$25,116,789 |
| Apr 1, 2022 | Accounts | 1,386 | 829 | decreased by557 |
| Jun 1, 2021 | Employees | 10 | 9 | decreased by1 |
| 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 “LOTUSGROUP ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOTUSGROUP ADVISORS” 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.