Data / Investment advisers / Florida / Ingham Retirement Group
Ingham Retirement Group, Miami, FL: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ingham Retirement Group is an SEC registered investment adviser with its main office in Miami, Florida and reports $2.6 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Ingham Retirement Group (CRD number 106299): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106299
- SEC file number
- 801-39323
- SEC status
- Approved, effective June 27, 1991
- Legal name
- Ingham Russell Investment Advisors Inc
- Main office
- 9350 South Dixie Highway Suite 1560, Miami, FL 33156
- Phone
- (305) 671-2200
- Website
- ingham.com
- Regulatory AUM
- $2,615,523,682 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $983,867,084
- Non discretionary AUM
- $1,631,656,598
- Accounts
- 1,056
- Employees
- 10, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 261 | $1.93 billion |
| High net worth individuals | 166 | $529.7 million |
| Individuals (other than high net worth individuals) | 629 | $155.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.62 billion | March 27, 2026 |
| December 1, 2025 | $2.32 billion | March 30, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Shaolin Capital Management LLC | Miami | $3.89 billion | 1 | adviserinfo.sec.gov |
| Defiance Etfs, LLC | Miami | $3.86 billion | Not listed | adviserinfo.sec.gov |
| Larch Capital Partners LLC | Miami | $3.00 billion | Not listed | adviserinfo.sec.gov |
| MMBG Investment Advisors Co. | Miami | $2.98 billion | Not listed | adviserinfo.sec.gov |
| Eir Partners Capital, LP | Miami | $2.72 billion | 14 | adviserinfo.sec.gov |
| Azora Capital LP | Miami | $2.50 billion | 3 | adviserinfo.sec.gov |
| 3650 REIT Investment Management LLC | Miami | $2.43 billion | 16 | adviserinfo.sec.gov |
| Forest Avenue Capital Management LP | Miami | $2.41 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Ingham Retirement Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.