Brian McAuliffe
Lotusgroup Advisors · Denver, Colorado
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.
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Facts
| Firm | Lotusgroup Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $286.0M across 720 accounts |
| SEC registration | Investment adviser representative in CA, CO, NH, NY, TX · CRD 7767264 |
| Exams passed | Series 65 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.lgadvisors.com |
How Brian's firm compares
- Lotusgroup Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 720 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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