LOTUSGROUP ADVISORS, LLC
Legal name: LOTUSGROUP ADVISORS
CRD #143379 SEC #801-111051 DENVER, CO 720.593.9861
SEC Registered
Total AUM
$233.9M
Discretionary
$174.5M
Employees
10
Clients
101
Accounts
622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $233.9M | $174.5M | $59.4M | 10 | 0 |
| Mar 2025 | $233.9M | $174.5M | $59.4M | 10 | 0 |
| Jul 2024 | $226.6M | $160.2M | $66.5M | 8 | 0 |
| Mar 2024 | $226.6M | $160.2M | $66.5M | 8 | 0 |
| Sep 2023 | $199M | $140.4M | $58.5M | 8 | 0 |
| Mar 2023 | $199M | $140.4M | $58.5M | 8 | 0 |
| Oct 2022 | $184.9M | $91.6M | $93.3M | 9 | 0 |
| Jul 2022 | $184.9M | $91.6M | $93.3M | 9 | 0 |
| Jul 2022 | $184.9M | $91.6M | $93.3M | 9 | 0 |
| Mar 2022 | $184.9M | $91.6M | $93.3M | 9 | 0 |
| Mar 2022 | $184.9M | $91.6M | $93.3M | 9 | 0 |
| May 2021 | $159.8M | $73.6M | $86.2M | 9 | 1 |
| Mar 2021 | $159.8M | $73.6M | $86.2M | 10 | 1 |
| Dec 2020 | $162.8M | $97.3M | $65.5M | 9 | 1 |
| Oct 2020 | $134.2M | $49.6M | $84.6M | 10 | 1 |
| Sep 2020 | $134.2M | $49.6M | $84.6M | 9 | 1 |
| Jun 2020 | $134.2M | $49.6M | $84.6M | 9 | 1 |
| Jun 2020 | $134.2M | $49.6M | $84.6M | 9 | 1 |
| Apr 2020 | $134.2M | $49.6M | $84.6M | 9 | 1 |
| Mar 2020 | $134.2M | $49.6M | $84.6M | 9 | 1 |
| Jan 2020 | $142.6M | $74.7M | $67.9M | 9 | 1 |
| May 2019 | $142.6M | $74.7M | $67.9M | 9 | 1 |
| Apr 2019 | $142.6M | $74.7M | $67.9M | 9 | 1 |
| Mar 2019 | $14.3B | $7.5B | $6.8B | 9 | 1 |
| May 2018 | $128.5M | $64.6M | $63.9M | 9 | 1 |
| Feb 2018 | $128.5M | $64.6M | $63.9M | 9 | 1 |
| Dec 2017 | $115.6M | $108M | $7.6M | 9 | 0 |
| Oct 2017 | $115.6M | $108M | $7.6M | 9 | 0 |
| Oct 2017 | $115.6M | $108M | $7.6M | 9 | 0 |
| Oct 2017 | $115.6M | $108M | $7.6M | 9 | 0 |
| Oct 2017 | $110.7M | $65.1M | $45.6M | 9 | 0 |
| Aug 2017 | $110.7M | $65.1M | $45.6M | 6 | 159 |
| Aug 2017 | $110.7M | $65.1M | $45.6M | 6 | 159 |
| Aug 2017 | $110.7M | $65.1M | $45.6M | 5 | 159 |
| Jul 2017 | $110.7M | $65.1M | $45.6M | 5 | 159 |
| Sep 2012 | $21.6M | $21.6M | $0 | 1 | 26 |
| Aug 2012 | $21.6M | $21.6M | $0 | 1 | 26 |
| May 2012 | $21.6M | $21.6M | $0 | 1 | 26 |
| Apr 2012 | $21.6M | $21.6M | $0 | 1 | 26 |
| Jan 2012 | $21.6M | $21.6M | $0 | 1 | 26 |
| Jul 2011 | $15.4M | $15.4M | $0 | 5 | -- |
| Feb 2011 | $15.4M | $15.4M | $0 | 5 | -- |
| Feb 2011 | $15.4M | $15.4M | $0 | 5 | -- |
| Oct 2010 | $10.1M | $10.1M | $0 | 5 | -- |
DateOct 2025
Total AUM$233.9M
Discretionary$174.5M
Non-Disc.$59.4M
Employees10
Clients0
DateMar 2025
Total AUM$233.9M
Discretionary$174.5M
Non-Disc.$59.4M
Employees10
Clients0
DateJul 2024
Total AUM$226.6M
Discretionary$160.2M
Non-Disc.$66.5M
Employees8
Clients0
DateMar 2024
Total AUM$226.6M
Discretionary$160.2M
Non-Disc.$66.5M
Employees8
Clients0
DateSep 2023
Total AUM$199M
Discretionary$140.4M
Non-Disc.$58.5M
Employees8
Clients0
DateMar 2023
Total AUM$199M
Discretionary$140.4M
Non-Disc.$58.5M
Employees8
Clients0
DateOct 2022
Total AUM$184.9M
Discretionary$91.6M
Non-Disc.$93.3M
Employees9
Clients0
DateJul 2022
Total AUM$184.9M
Discretionary$91.6M
Non-Disc.$93.3M
Employees9
Clients0
DateJul 2022
Total AUM$184.9M
Discretionary$91.6M
Non-Disc.$93.3M
Employees9
Clients0
DateMar 2022
Total AUM$184.9M
Discretionary$91.6M
Non-Disc.$93.3M
Employees9
Clients0
DateMar 2022
Total AUM$184.9M
Discretionary$91.6M
Non-Disc.$93.3M
Employees9
Clients0
DateMay 2021
Total AUM$159.8M
Discretionary$73.6M
Non-Disc.$86.2M
Employees9
Clients1
DateMar 2021
Total AUM$159.8M
Discretionary$73.6M
Non-Disc.$86.2M
Employees10
Clients1
DateDec 2020
Total AUM$162.8M
Discretionary$97.3M
Non-Disc.$65.5M
Employees9
Clients1
DateOct 2020
Total AUM$134.2M
Discretionary$49.6M
Non-Disc.$84.6M
Employees10
Clients1
DateSep 2020
Total AUM$134.2M
Discretionary$49.6M
Non-Disc.$84.6M
Employees9
Clients1
DateJun 2020
Total AUM$134.2M
Discretionary$49.6M
Non-Disc.$84.6M
Employees9
Clients1
DateJun 2020
Total AUM$134.2M
Discretionary$49.6M
Non-Disc.$84.6M
Employees9
Clients1
DateApr 2020
Total AUM$134.2M
Discretionary$49.6M
Non-Disc.$84.6M
Employees9
Clients1
DateMar 2020
Total AUM$134.2M
Discretionary$49.6M
Non-Disc.$84.6M
Employees9
Clients1
DateJan 2020
Total AUM$142.6M
Discretionary$74.7M
Non-Disc.$67.9M
Employees9
Clients1
DateMay 2019
Total AUM$142.6M
Discretionary$74.7M
Non-Disc.$67.9M
Employees9
Clients1
DateApr 2019
Total AUM$142.6M
Discretionary$74.7M
Non-Disc.$67.9M
Employees9
Clients1
DateMar 2019
Total AUM$14.3B
Discretionary$7.5B
Non-Disc.$6.8B
Employees9
Clients1
DateMay 2018
Total AUM$128.5M
Discretionary$64.6M
Non-Disc.$63.9M
Employees9
Clients1
DateFeb 2018
Total AUM$128.5M
Discretionary$64.6M
Non-Disc.$63.9M
Employees9
Clients1
DateDec 2017
Total AUM$115.6M
Discretionary$108M
Non-Disc.$7.6M
Employees9
Clients0
DateOct 2017
Total AUM$115.6M
Discretionary$108M
Non-Disc.$7.6M
Employees9
Clients0
DateOct 2017
Total AUM$115.6M
Discretionary$108M
Non-Disc.$7.6M
Employees9
Clients0
DateOct 2017
Total AUM$115.6M
Discretionary$108M
Non-Disc.$7.6M
Employees9
Clients0
DateOct 2017
Total AUM$110.7M
Discretionary$65.1M
Non-Disc.$45.6M
Employees9
Clients0
DateAug 2017
Total AUM$110.7M
Discretionary$65.1M
Non-Disc.$45.6M
Employees6
Clients159
DateAug 2017
Total AUM$110.7M
Discretionary$65.1M
Non-Disc.$45.6M
Employees6
Clients159
DateAug 2017
Total AUM$110.7M
Discretionary$65.1M
Non-Disc.$45.6M
Employees5
Clients159
DateJul 2017
Total AUM$110.7M
Discretionary$65.1M
Non-Disc.$45.6M
Employees5
Clients159
DateSep 2012
Total AUM$21.6M
Discretionary$21.6M
Non-Disc.$0
Employees1
Clients26
DateAug 2012
Total AUM$21.6M
Discretionary$21.6M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$21.6M
Discretionary$21.6M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$21.6M
Discretionary$21.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$21.6M
Discretionary$21.6M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$15.4M
Discretionary$15.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$15.4M
Discretionary$15.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$15.4M
Discretionary$15.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$10.1M
Discretionary$10.1M
Non-Disc.$0
Employees5
Clients--