Investment adviser · CRD 128055
THE LAM GROUP, INC.
Investment adviser filing (IA)
· Form ADV filed Feb 23, 2026
- Regulatory AUM
- $507M Form ADV · Item 5.F
- Client accounts
- 270 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 54 | $485,820,393 | 95.7% |
| Retirement plans | 7 | $16,608,261 | 3.3% |
| Charities | 19 | $4,251,190 | 0.8% |
| Individuals | Fewer than 5 | $719,958 | 0.1% |
Filing source
Form ADV 2050817 · Feb 23, 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: Feb 23, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
CRD 128055
Filing source
Form ADV 2050817 · Feb 23, 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.