Lotusgroup Advisors, Llc
- Regulatory AUM
- $286M
- Discretionary
- $218M
- Clients
- 186
- Avg AUM / client
- $1.5M
- Accounts
- 720
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 115 | $43.9M | 15.4% |
| High net worth individuals | 71 | $238M | 83.1% |
| Charitable organizations | Fewer than 5 | $103K | 0.04% |
| Corporations and other businesses | Fewer than 5 | $4.2M | 1.47% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raphael Andre Martorello | Managing Partner | Jan 2007 (20y) | 75% or more | |
| Seth, Andleib | Silent Partner | Jan 2007 (20y) | 5% – 10% | |
| Nicholas Stewart Pirnack | Partner, Senior Advisor | Nov 2011 (15y) | Less than 5% | |
| Stephanie Laura Schlemeyer | Partner, Product Manager | Jun 2016 (10y) | Less than 5% | |
| Cohen, Amanda, Nicole | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% | |
| Brian William Mc Auliffe | Registered representative | Jun 2023 (3y) | ||
| Samuel Slater Redman | Registered representative | Jun 2024 (2y) | ||
| Keaton H Hamilton | Registered representative | Jan 2025 (2y) | ||
| Xavier Vincent Lewis | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $265M (93% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗