Craig Lathram
Lathram Financial Group · Avon, Colorado
Craig Lathram is a fee-only financial advisor at Lathram Financial Group in Avon, Colorado. Lathram Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lathram Financial Group |
|---|---|
| Based in | Avon, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $91.3M across 246 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5573621 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Craig's firm compares
- Lathram Financial Group's average account is about $371,000, from its Form ADV (assets managed divided by 246 accounts).
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Questions about Craig
Is Craig Lathram a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Lathram Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Lathram Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Craig Lathram based?
Craig Lathram is based in Avon, Colorado.
Is Craig Lathram registered with the SEC?
Yes. Craig Lathram is registered as an investment adviser representative in CO (CRD 5573621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lathram Financial Group manage?
Lathram Financial Group reports $91.3M across 246 accounts in assets under management.
How do I contact Craig Lathram?
Contact details aren't on file yet. Search for Lathram Financial Group.
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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