# Lotusgroup Advisors

> Lotusgroup Advisors is an SEC-registered investment advisory firm in Denver, CO, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 143379
- Filed as: LOTUSGROUP ADVISORS
- Legal name: Lotusgroup Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143379
- AdvisorCensus page: https://advisorcensus.com/firm/lotusgroup-advisors-denver-co-143379

## Quick answers

**How is Lotusgroup Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Lotusgroup Advisors reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Lotusgroup Advisors located?**
Lotusgroup Advisors' principal office is in Denver, CO, according to its Form ADV.

**Is Lotusgroup Advisors registered with the SEC or a state?**
Lotusgroup Advisors is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 143379.

**How much does Lotusgroup Advisors manage?**
Lotusgroup Advisors reports $286,036,049 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (76% discretionary).

**How have Lotusgroup Advisors' assets and staff changed since 2021?**
In the Form ADV data for Lotusgroup Advisors: Regulatory assets under management: $159,815,160 in the October 2021 data and $286,036,049 in the October 2026 data, up 79%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lotusgroup Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (71).

**Which custodians does Lotusgroup Advisors use?**
Lotusgroup Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lotusgroup Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143379

**Does Lotusgroup Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated July 7, 2026 says: "LotusGroup Advisor's minimum asset requirement for new Clients is generally $500,000. LotusGroup Advisors may make an exception to the minimum asset requirement at its sole discretion."

**What changed in Lotusgroup Advisors' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 7, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> LotusGroup Advisor's minimum asset requirement for new Clients is generally $500,000. LotusGroup Advisors may make an exception to the minimum asset requirement at its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $286,036,049
- Discretionary: $217,855,639
- Non-discretionary: $68,180,410

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $43,940,459 |
| High net worth individuals | 71 | $237,779,255 |
| Charitable organizations | Fewer than 5 | $103,075 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,213,260 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, NE, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lgadvisors.com
- lotusgroupcapital.com
- Facebook @LGADVISORS
- LinkedIn @lotus-group-advisors
- LinkedIn @lotusgroup-capital
- X @lotusgroupadvis

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $159,815,160 | 9 | May 18, 2021 |
| October 2022 | $184,931,949 | 9 | July 18, 2022 |
| October 2023 | $198,954,739 | 8 | September 5, 2023 |
| October 2024 | $226,619,872 | 8 | July 11, 2024 |
| October 2025 | $233,912,867 | 10 | March 26, 2025 |
| October 2026 | $286,036,049 | 10 | July 7, 2026 |

Regulatory assets under management: $159,815,160 in the October 2021 data and $286,036,049 in the October 2026 data, up 79%.
Total employees: 9 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $233,912,867 to $286,036,049 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lotusgroup Advisors (CRD 143379): Form ADV filing data as of October 2026.