The Lam Group, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 23, 2026, reports $507M in regulatory assets under management, 2 employees, and 270 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.5% of total clients.
Top client categories% of clientsClients
1
HNWI
67.5%
54
2
Charitable
23.8%
19
3
Pension Plans
8.8%
7
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$507Mas of February 23, 2026
Discretionary81.9%
$416M
82% of total RAUM81.9%
Non-discretionary18.1%
$92M
18% of total RAUM18.1%
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$507M
Total Accounts270
10Y AUM Change+$224M (+79.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* 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.