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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
About Lotus Investment Advisors
LotusGroup Advisors (CRD 172638) is an investment adviser in Rye, NY providing team-based wealth management and financial planning for individuals and families. Services include retirement planning, tax optimization, legacy and risk management, and business valuation/exit planning. The firm emphasizes independently researched, data-driven portfolios using a mix of public and alternative investments with regular review, and operates on the Tamarac platform.
Reported data analysis
What the numbers show
Between April 30, 2025 and June 1, 2026, reported AUM increased 20.0%, from $25.0M to $30.0M.
Across 5 reported observations, AUM decreased 38.8% between March 31, 2022 and June 1, 2026, from $49.0M to $30.0M.
Of the latest reported AUM, 83.3% is discretionary and 16.7% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DAVID BRANDMAN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | $2,500,000 |
| Non-Discretionary | $5,000,000 | $2,500,000 |
| Total | $30,000,000 | $2,500,000 |
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Separately Managed Accounts
SMA allocation detail is available
Lotus Investment Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.