L
$215.0K Total AUM
$215.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-22-2025
- Office Locations
- 1
Office Locations
-- Burbank CA
About Lotus OAK Capital Institute
Lotus OAK Capital Institute is a Burbank-based RIA. The firm has been operating for 0 years. Managing $215.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$215.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Adam Michael Goyer
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President, Secretary, TREASURER
- CRD
- #5529343
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $215,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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