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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.