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LUMOS CAPITAL GROUP LLC

NEW YORK, NY · CRD 306528 · IAPD ↗ · 917-847-5468

$274.5MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2024 — LUMOS CAPITAL GROUP LLC reported RAUM up 26% ($194.1M -> $244.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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