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Asset manager · Miami, FL

Ingham Retirement Group

Ingham Russell Investment Advisors Inc · SEC-registered investment adviser · CRD 106299 · SEC 801-39323

At a glance

Ingham Retirement Group is an SEC-registered investment adviser based in Miami, Florida, with $2.6 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 795 individual clients. By Form ADV it is a asset manager, ranked 939th of 3,218 asset managers and 3,088th of 17,210 SEC-registered advisers by assets.

Main office 305-671-2200ingham.comAs filed on Form ADV

Regulatory AUM
$2.6B
Rank among asset managers
#939 of 3,218
Rank among all SEC RIAs
#3,088 of 17,210
Rank in Florida
#137 of 1,090
Individual clients
795
High-net-worth clients
166
Accounts
1,056
Discretionary
38% of AUM
Employees
10
Advisory staff
10
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. Fidelity$35M68%
  2. Charles Schwab$16M32%

Other RIAs using FidelityOther multi-custodian RIAs

Broker-dealer

Affiliated broker-dealer

It names an affiliated broker-dealer: Daybright Securities, LLC.

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Pension and profit sharing plans261$1.9B74%
High-net-worth individuals166$530M20%
Individuals629$155M6%

Disciplinary disclosures

Ingham Retirement Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗ingham.com ↗

AtlasMembers

The full record on Ingham Retirement Group

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 852 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Ingham Retirement Group manage?

Ingham Retirement Group reports $2.6 billion in regulatory assets under management across 1,056 accounts, 38% of it on a discretionary basis, on its Form ADV filed March 27, 2026.

What kind of firm is Ingham Retirement Group?

Ingham Retirement Group is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Ingham Retirement Group’s clients?

By assets, its largest client types are pension and profit sharing plans ($1.9 billion, 261 clients); high-net-worth individuals ($530 million, 166 clients); individuals ($155 million, 629 clients).

Does Ingham Retirement Group have any disciplinary history?

Ingham Retirement Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Ingham Retirement Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →