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INGHAM RUSSELL INVESTMENT ADVISORS INC, CRD 106299
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARC JEFFREY EICHBERG | n/a | Miami, FL | | 35 | 36 | 1 | no |
| HEIDI LEE MILLER | n/a | Miami, FL | MIAMI, FL | 20 | 32 | n/a | no |
| TODD JAY LEVY | n/a | Miami, FL | MIAMI, FL | 20 | 29 | n/a | no |
| EMMANUELLE MELISSA Banaszak | n/a | Miami, FL | MIAMI, FL | 16 | 19 | n/a | no |
| JEFFREY F. POLING | n/a | Brentwood, TN | BRENTWOOD, TN | 8 | 16 | 1 | no |
| NEETA BALANI | Certified Financial Planner|Chartered Financial Analyst | MIAMI, FL | Miami, FL | 7 | 16 | 2 | no |
| STEPHEN CURTIS COOMBS | n/a | MIAMI, FL | Cordova, TN | 6 | 10 | n/a | no |
| Eric Alexander Tavares | n/a | MIAMI, FL | Miami, FL | 6 | 16 | n/a | no |
| Marlon Suarez | n/a | Miami, FL | MIAMI, FL | 4 | 13 | n/a | no |
| LAURA ESMERALDA GUTIERREZ-MENDEZ | Certified Financial Planner | Miami, FL | MIAMI, FL | 2 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EICHBERG, MARC, JEFFREY | SENIOR VICE PRESIDENT | Na | yes | 06/1991 | Mar 27, 2026 | Mar 27, 2026 |
| hale, patrick, william | President | Na | yes | 03/2023 | Mar 27, 2026 | Mar 27, 2026 |
| Hancock Brown, Melanie, Joy | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Mar 27, 2026 | Mar 27, 2026 |
| INGHAM & COMPANY | Shareholder | E | yes | 01/1991 | Mar 27, 2026 | Mar 27, 2026 |
| Pierre, Jacques | SENIOR VP & SECRETARY | Na | yes | 03/2023 | Mar 27, 2026 | Mar 27, 2026 |
| RIORDAN, MATTHEW, GERARD | CHIEF FINANCIAL OFFICER | Na | yes | 12/2020 | Mar 27, 2026 | Mar 27, 2026 |
| SCHNEIDER, MEGAN, E | CHAIRMAN & TREASURER | Na | yes | 03/2023 | Mar 27, 2026 | Mar 27, 2026 |
| KUSRP ACQUISITION, INC. | Shareholder | E | yes | 12/2020 | Mar 29, 2021 | Aug 20, 2024 |
| KUSRP HOLDINGS, INC. | Shareholder | E | yes | 06/2023 | Mar 29, 2021 | Aug 20, 2024 |
| KUSRP INTERMEDIATE, INC. | Shareholder | E | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| TVG-KUSRP AGGREGATOR, LP | LIMITED PARTNER | D | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| TVG-KUSRP HOLDINGS GP, LLC | GENERAL PARTNER | F | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| TVG-KUSRP HOLDINGS GP, LLC | GENERAL PARTNER | F | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| TVG-KUSRP HOLDINGS, LP | Shareholder | E | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| U.S. RETIREMENT PARTNERS, INC. | Shareholder | E | yes | 12/2020 | Mar 29, 2021 | Aug 20, 2024 |
| USRP HOLDINGS, INC. | Shareholder | E | yes | 12/2020 | Mar 29, 2021 | Aug 20, 2024 |
| VISTRIA FUND V (FT), LP | LIMITED PARTNER | C | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| VISTRIA FUND V, LP | LIMITED PARTNER | D | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| VISTRIA GP V, LP | GENERAL PARTNER | F | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| VISTRIA GP V, LP | GENERAL PARTNER | F | yes | 06/2023 | Jul 7, 2023 | Aug 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TRPC ADVISORY SERVICES, INC. | n/a | Institutional manager | $997M | Y | yes | n/a |
| PASI INVESTMENTS, LLC | n/a | Mixed wealth | $676M | N | yes | n/a |
| INGHAM & COMPANY | n/a | n/a | n/a | Y | yes | n/a |
| INGHAM FINANCIAL CORPORATION | n/a | n/a | n/a | Y | yes | n/a |
| MIDAMERICA SECURITIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $2.6B | $984M | 10 | 10 | 0 | n/a | n/a |
| 2024 | Mar 30, 2025 | $2.3B | $830M | 10 | 10 | 0 | n/a | n/a |
| 2023 | Mar 29, 2024 | $2.1B | $739M | 10 | 10 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $2.0B | $606M | 25 | 12 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $2.4B | $693M | 26 | 10 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $2.3B | $549M | 50 | 10 | 0 | n/a | n/a |
| 2019 | May 29, 2020 | $2.0B | $434M | 50 | 10 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $1.7B | $263M | 51 | 10 | 0 | n/a | n/a |
| 2017 | Mar 30, 2018 | $1.8B | $350M | 47 | 10 | 0 | n/a | n/a |
| 2016 | Mar 31, 2017 | $1.4B | $226M | 49 | 10 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $1.3B | $260M | 44 | 10 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $1.4B | $293M | 44 | 10 | n/a | n/a | n/a |
| 2013 | Mar 26, 2014 | $1.2B | $244M | 44 | 10 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $860M | $220M | 49 | 10 | n/a | n/a | n/a |
| 2011 | Apr 2, 2012 | $661M | $191M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.6B | $2.3B | 13.0% | $2.0B | 9.3% | 10 | 10 | 0 | 0 |