Lampados Financial Group, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Fort Worth, Texas
CRD number
315375
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lampados Financial Group, LLC is an individual‑owned advisory firm structured as an LLC that focuses on fee‑based financial planning and portfolio oversight for individuals and small businesses. Its advisory offering centers on hourly and fixed‑fee engagements rather than asset‑based billing, with client education and workshops listed as a regular part of its client service mix. The firm does not identify as a capital allocator and does not represent itself as an active ESG investor. From the stated activities, Lampados appears oriented toward planning and consultative portfolio management rather than running large discretionary fund platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Chukwudi Uraih

    Chukwudi Uraih

    Data ScientistCRD 7401386

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
5049 Edwards Ranch Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth