LOTUS

LOTUS of ORLANDO, FL is an SEC-registered investment adviser (CRD 335468). Regulatory assets under management: $405.0M.

Registration

• CRD: 335468
• SEC file number: 801-134198
• Type: Registered investment adviser
• Location: 4700 MILLENIA BOULEVARD, SUITE 500, ORLANDO, FL, 32839
• Phone: 628-212-8533
• Latest filing: 2026-08-21
• Regulatory AUM: $405.0M
• Discretionary AUM: $405.0M
• Clients: 30
• Accounts: 3

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335468 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search