# Brian McAuliffe

> Brian McAuliffe is a fee-only financial advisor at Lotusgroup Advisors in Denver, Colorado. Lotusgroup Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-mcauliffe/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lotusgroup Advisors
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $286.0M across 720 accounts
- **CRD:** 7767264 (https://adviserinfo.sec.gov/individual/summary/7767264)
- **SEC registration:** Investment adviser representative in CA, CO, NH, NY, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.lgadvisors.com/

## Frequently asked questions

### Is Brian McAuliffe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Lotusgroup Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Lotusgroup Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brian McAuliffe based?

Brian McAuliffe is based in Denver, Colorado.

### Is Brian McAuliffe registered with the SEC?

Yes. Brian McAuliffe is registered as an investment adviser representative in CA, CO, NH, NY and TX (CRD 7767264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lotusgroup Advisors manage?

Lotusgroup Advisors reports $286.0M across 720 accounts in assets under management.

### How do I contact Brian McAuliffe?

Through Brian's website, www.lgadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7767264): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.