SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Ingham Retirement Group
Miami, FL
Ingham Russell Investment Advisors Inc, CRD 106299
Firm filing updated March 27, 2026 ·
- $2.6BAssets
- 1,056Clients
- 10Advisory staff
- 1,056Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals629
- Pension and profit sharing plans261
- High net worth individuals166
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 629 | $155.5 million |
| High net worth individuals | 166 | $529.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 261 | $1.9 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.6 billion
- Accounts1,056
- Discretionary$983.9 million · 847 accounts
- Non-discretionary$1.6 billion · 209 accounts
People
- Employees10
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Ingham Russell Investment Advisors Inc SEC-registered investment advisor. CRD 106299, SEC file 801-39323.
- Registered with the SEC as an investment advisor (status date on record: June 27, 1991).
Is Ingham Retirement Group a fiduciary?
Short answer: Ingham Retirement Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.