LotusGroup Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm also offers business valuation services through a Certified Exit Planning Advisor and provides ongoing reporting and goal-tracking to clients.
The firm allocates client assets across four primary strategies—Index, Global Rotation, Tactical, and Private‑Investment Only—using client risk profiles and periodic rebalancing; its Global Rotation and Tactical work incorporate third‑party research from Ned Davis Research as an input to asset‑allocation decisions. For eligible, sophisticated clients LGA sources, negotiates, and introduces private investment opportunities and assists with third‑party managers while leaving final investment decisions and subscription authority to the client.
LotusGroup differs from many peers by operating alongside an affiliated adviser that sponsors and manages privately offered pooled vehicles (including the LotusGroup Longevity Fund and the IncomePlus Funds), a structure the brochure discloses and addresses through disclosures about affiliated manager risks and audit procedures for the funds. The firm’s disclosures also note it advertises performance results and uses testimonials, and that it may be deemed to have custody (due to fee debit authority and common control with the affiliated adviser), with steps described to meet custody‑rule requirements such as custodian statements and annual audited fund financials.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: Tactical Strategies: 1.75% $1,000,001 - $20,000,000: Tactical Strategies: 0.75% $20,000,001+: Tactical Strategies: 0.50% $0 - $1,000,000: Global Rotation Strategies: 1.50% $1,000,001+: Global Rotation Strategies: 0.75% $0 - $1,000,000: Index Strategies: 1.25% $1,000,001+: Index Strategies: 0.75% $0 - $1,000,000: Private Investment Only: 1.75% $1,000,001+: Private Investment Only: 0.75%
Account minimum: $500,000
Main office
1005 S. Gaylord Street
Denver CO 80209
Advisors at this office
6
Most active in
California · Colorado · Florida · Nebraska · New Hampshire · New York · Texas
Also doing business as
Lotusgroup Advisors · Lotusgroup Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas P
Series 66
Denver, CO
LotusGroup Advisors
Nicholas Pirnack is a financial advisor at LotusGroup Advisors with 16 years of industry experience. He holds a Series 66 designation and has been with LotusGroup Advisors since 2011. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors, offering financial planning, discretionary portfolio management, and introductions to private investments. The firm employs a multi-strategy investment approach tailored to client risk profiles and provides business valuation services alongside ongoing reporting and goal tracking.
Brian M
Series 65
Denver, CO
LotusGroup Advisors
Brian Mc Auliffe is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 credential with three years of industry experience. His prior work includes roles at Cigna, Emist, and Morningstar Partners, L.P., as well as academic positions at Texas Christian University and Libertyville High School. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and private investment introductions. The firm uses multiple investment strategies tailored to client risk profiles and operates alongside an affiliated adviser managing private pooled investment vehicles.
Raphael M
Series 65
Denver, CO
LotusGroup Advisors
Raphael Martorello is a Series 65-licensed financial advisor with over 22 years of industry experience. He has been with LotusGroup Advisors since 2007 and serves as the managing partner, also leading the affiliated LotusGroup Capital, LLC. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs a multi-strategy approach based on client risk profiles and includes private investment sourcing and business valuation services.
Stephanie S
Series 65
Denver, CO
LotusGroup Advisors
Stephanie Schlemeyer is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 designation with 10 years of industry experience. She has been with LotusGroup Advisors since 2014. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm uses a multi-strategy approach that includes Index, Global Rotation, Tactical, and Private-Investment Only allocations, incorporating third-party research and offering business valuation services through a Certified Exit Planning Advisor.
Samuel R
Series 65
Denver, CO
LotusGroup Advisors
Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and six years of industry experience. Prior to joining LotusGroup, he worked at Fidelity Investments and Black Swift Group. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs multiple investment strategies, including Index, Global Rotation, Tactical, and Private-Investment Only, integrating third-party research and offering business valuation services.
Xavier L
Series 66
Denver, CO
LotusGroup Advisors
Xavier Lewis is a financial advisor at LotusGroup Advisors in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and National Planning Corporation. Outside of his advisory work, he serves as Vice President of the Cherry Creek Young Professional Board. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and access to private investments. The firm uses multiple asset-allocation strategies informed by third-party research and offers business valuation services through a Certified Exit Planning Advisor.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)