L
CRD: 172358
Lathram Financial Group, LLC
Avon, CO
3036944800
$91.3M Total AUM
$91.3M Disc. AUM
-- 3Y CAGR
2 Employees
81 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2014
- Office Locations
- 1
Office Locations
-- Avon CO
About Lathram Financial Group, LLC
Lathram Financial Group, LLC is a Avon-based RIA. The firm has been operating for 11 years. Managing $91.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$91.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Legacy Frontier oak
Asset Classes
Meridian Meridian beacon Legacy pioneer Atlas Vertex pioneer Peak crest
Investment Themes
Eagle horizon Alpha Capital Element prime
Investment Vehicles
Bridge
Platform
Alpha
Services
Pathway North Crest delta Oak North vital Vector Eagle wave
Owner & Executives
C
CRAIG EDWIN LATHRAM MR.
Chief Compliance Officer, Managing Member
- CRD
- #5573621
- Ownership
- 75% or more
(717) 531-5007
beacon.quantum@optimacapital.com
in linkedin.com/in/radial-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,305,433 | $175,512 |
| Non-Discretionary | $0 | $49,155 |
| Total | $91,305,433 | $174,467 |
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Separately Managed Accounts
Total SMA Asset: $91,305,433
Public Funds:
13.2% Equity - Exchange:
29.9% Cash:
12.3% Corporate - Investment Grade:
19.3% Municipal Bonds:
10.5% U.S. Government/Agency:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $997,472,189 | 13.2% |
| Equity - Exchange | $2,259,425,641 | 29.9% |
| Cash | $929,462,722 | 12.3% |
| Corporate - Investment Grade | $1,458,425,247 | 19.3% |
| Municipal Bonds | $793,443,787 | 10.5% |
| U.S. Government/Agency | $1,118,377,910 | 14.8% |
| Total | $7,556,607,496 | 100.0% |