# Lathram Financial Group, LLC

> Lathram Financial Group, LLC is a state-registered investment advisory firm in Avon, CO, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 172358
- Filed as: LATHRAM FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Avon, CO
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172358
- AdvisorCensus page: https://advisorcensus.com/firm/lathram-financial-group-llc-avon-co-172358

## Quick answers

**How is Lathram Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lathram Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Lathram Financial Group, LLC located?**
Lathram Financial Group, LLC's principal office is in Avon, CO, according to its Form ADV.

**Is Lathram Financial Group, LLC registered with the SEC or a state?**
Lathram Financial Group, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 172358.

**How much does Lathram Financial Group, LLC manage?**
Lathram Financial Group, LLC reports $91,305,433 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Lathram Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (26).

**Does Lathram Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172358

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $91,305,433
- Discretionary: $91,305,433
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $25,050,063 |
| High net worth individuals | 26 | $66,255,370 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lathram Financial Group, LLC (CRD 172358): Form ADV filing data as of October 2026.