Lotus Asset Management Limited Liability Company

RIASEC & State Registered
Total AUM
$121M
Discretionary
$120M
99% of AUM
Avg account
$160K
Accounts
752
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
277030
Registered since
March 20, 2026
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI69.25%
  • Individuals30.59%
  • Charitable Organizations0.15%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Lotus Asset Management LLC is an independent, individually owned registered investment adviser organized as an LLC and based in Washington, D.C. The firm is SEC-registered (2026) and operates on a percentage-of-assets fee model. Its primary advisory offering is discretionary portfolio management for individuals and small businesses; its client base includes individual and family clients as well as institutional investors. Lotus does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 26%, Cash & Cash Equivalents 8%, US Government Bonds 4%, Investment Grade Corp Bonds 1%, Private Funds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents8%
  • US Government Bonds4%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$89.9M in ETFs

Passive

89%

$79.8M

Active

1%

$10.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$27.8M39,69930.93%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth