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LOTUSGROUP ADVISORS

DENVER, CO · CRD 143379 · IAPD ↗ · lgadvisors.com · 720.593.9861

$286.0MRegulatory AUM
7Advisory reps
10Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
July 2026 — LOTUSGROUP ADVISORS now reports custody of client assets ($12.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
April 2025 — LOTUSGROUP ADVISORS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — LOTUSGROUP ADVISORS grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2024 — LOTUSGROUP ADVISORS notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.