Investment adviser · CRD 106299
INGHAM RETIREMENT GROUP
Investment adviser filing (IA)
INGHAM RUSSELL INVESTMENT ADVISORS INC
MIAMI, FL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $2.62B Form ADV · Item 5.F
- Client accounts
- 1,056 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 261 | $1,930,351,665 | 73.8% |
| High-net-worth individuals | 166 | $529,674,117 | 20.3% |
| Individuals | 629 | $155,497,900 | 5.9% |
Filing source
Form ADV 2078881 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
9350 SOUTH DIXIE HIGHWAY, SUITE 1560MIAMI, FL, 33156, United States
CRD 106299
Filing source
Form ADV 2078881 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.