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Advisor

Samuel Redman

Lotusgroup Advisors · Denver, Colorado

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

Percentage of assets Fee-only

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Facts

FirmLotusgroup 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, NE, NH, NY, TX · CRD 6852142
Exams passedSeries 65 (2018)
Firm size10 employees
Disclosures None reported
Websitewww.lgadvisors.com

How Samuel's firm compares

  • Lotusgroup Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 720 accounts).

What fee-only advisors charge in Colorado

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Questions about Samuel

Is Samuel Redman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?

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

Where is Samuel Redman based?

Samuel Redman is based in Denver, Colorado.

Is Samuel Redman registered with the SEC?

Yes. Samuel Redman is registered as an investment adviser representative in CA, CO, NE, NH, NY and TX (CRD 6852142), 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 Samuel Redman?

Through Samuel'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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