RIA Intel›Advisers›Colorado›LAMPE FINANCIAL GROUP LLC

LAMPE FINANCIAL GROUP LLC

Advisory

CO

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CO

#638

of 720 advisers by AUM

Average account

$325K

across 175 accounts

AUM per adviser

$57M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, OH, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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CENTURION-HINDS INVESTMENT MANAGEMENT CORPORATION

$56M

SUNDERMANN CAPITAL MANAGEMENT LLC

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$55M

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