Ingham Retirement Group is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 27, 2026, reports $2.6B in regulatory assets under management, 10 employees, and 1,056 accounts.
Assets Under Management
$2.6B
Employees
10
Offices
--
Total Clients
1,056
Primary office
MIAMI, FL
9350 SOUTH DIXIE HIGHWAY, SUITE 1560, MIAMI, FL, United States
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
629
2
Pension Plans
24.7%
261
3
HNWI
15.7%
166
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 27, 2026
Discretionary37.6%
$984M
38% of total RAUM37.6%
Non-discretionary62.4%
$1.6B
62% of total RAUM62.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts1,056
10Y AUM Change+$1.2B (+90.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee106:1
10Y Employee Change-39 (-79.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.