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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

LAMCO ADVISORY SERVICES INC.

CRD 111727

LAKE MARY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69383efa-a1b2-8848-ce3d-bcac548053bf

Data as of Apr 1, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 1
Observed: Dec 22, 2011 to Apr 1, 2021
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Lamco Advisory Services Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.5BItem 5.F on the latest filing (2021-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $590MderivedItem 5.D individuals plus high net worth individuals
Private client share: 17%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 643
Individual clients: 56
High net worth clients: 96
SEC number: 801-40331
CRD: 111727
Filings on the tape: 23
First filed: Dec 22, 2011
Latest filed: Apr 1, 2021
Organised: Corporation, Rhode Island

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LAMORIELLO, MARK	President	Na	yes	01/2006	Dec 22, 2011	Apr 1, 2021
LAMORIELLO, NICHOLAS, JAMES	SHAREHOLDER, PRESIDENT	E	yes	10/1991	Dec 22, 2011	Apr 1, 2021
LAMORIELLO, NICHOLAS, JAMES	VICE PRESIDENT	Na	yes	01/2006	Dec 22, 2011	Apr 1, 2021
THE LAMCO GROUP, INC.	Shareholder	E	yes	10/1991	Dec 22, 2011	Apr 1, 2021
HANLEY-WHITWORTH, SALLY, ANN	CHIEF COMPLIANCE OFFICER	Na	no	09/2004	Dec 22, 2011	Apr 1, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADVUS FINANCIAL PARTNERS, LLC	n/a	Mixed wealth	$4.0B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Dec 26, 2020	$3.5B	$2.0B	13	7	0	n/a	n/a
2019	Dec 24, 2019	$3.2B	$1.8B	14	8	1	n/a	n/a
2018	Dec 26, 2018	$2.7B	$1.6B	14	8	1	n/a	n/a
2017	Dec 19, 2017	$2.4B	$1.4B	14	8	1	n/a	n/a
2016	Dec 21, 2016	$2.2B	$470M	15	8	n/a	n/a	n/a
2015	Dec 24, 2015	$2.0B	$441M	15	6	n/a	n/a	n/a
2014	Dec 17, 2014	$2.0B	$487M	15	6	n/a	n/a	n/a
2013	Dec 23, 2013	$2.2B	$615M	15	6	n/a	n/a	n/a
2012	Dec 20, 2012	$1.9B	$569M	15	6	n/a	n/a	n/a
2011	Dec 22, 2011	$1.6B	$531M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$3.5B	$3.2B	12.2%	$2.4B	13.2%	13	14	0	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVUS FINANCIAL PARTNERS, LLC	3	Jun 18, 2021	Jan 7, 2026	WINDERMERE, FL	Firm absorbed	Other	75.0%

Relationships

Affiliated with (1)

→ ADVUS FINANCIAL PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← LAMORIELLO, NICHOLAS, JAMESOwnerSHAREHOLDER, PRESIDENT, ownership code E, individual
Dec 22, 2011 to presentfactForm ADV
← LAMORIELLO, MARKOwnerPRESIDENT, ownership code NA, individual
Dec 22, 2011 to presentfactForm ADV
← THE LAMCO GROUP, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Dec 22, 2011 to presentfactForm ADV

Owns (1)

← HANLEY-WHITWORTH, SALLY, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 22, 2011 to presentfactForm ADV

Moved with (1)

→ ADVUS FINANCIAL PARTNERS, LLCRegistered adviser3 advisors, firm absorbed, same day
Jun 18, 2021 to Jan 7, 2026factForm ADV

Registered with (7)

← SALLY ANN HANLEY-WHITWORTHAdvisorregistration: previous registration
May 10, 2004 to Jun 18, 2021factForm ADV
← MARK LAMORIELLOAdvisorregistration: previous registration
Jan 1, 1996 to Jun 18, 2021factForm ADV
← Andrew Stephen ZitoAdvisorregistration: previous registration
Feb 23, 2016 to Jun 18, 2021factForm ADV
← Mitchell Austin LamorielloAdvisorregistration: previous registration
Apr 12, 2019 to Jun 18, 2021factForm ADV
← Jeffrey Stewart RobertsAdvisorregistration: previous registration
Jul 10, 2017 to Sep 28, 2020factForm ADV
← JAMES ANGELO DURONIOAdvisorregistration: previous registration
Mar 25, 2019 to Oct 30, 2019factForm ADV
← Lauren Leidner BloomAdvisorregistration: previous registration
Mar 21, 2016 to Dec 16, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69383efa-a1b2-8848-ce3d-bcac548053bf
First observed: Dec 22, 2011
Last observed: Apr 1, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LAMCO ADVISORY SERVICES INC.

CRD 111727

LAKE MARY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69383efa-a1b2-8848-ce3d-bcac548053bf

Data as of Apr 1, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LAMORIELLO, MARK

President

yes

01/2006

Dec 22, 2011

Apr 1, 2021

LAMORIELLO, NICHOLAS, JAMES

SHAREHOLDER, PRESIDENT

yes

10/1991

Dec 22, 2011

Apr 1, 2021

LAMORIELLO, NICHOLAS, JAMES

VICE PRESIDENT

yes

01/2006

Dec 22, 2011

Apr 1, 2021

THE LAMCO GROUP, INC.

Shareholder

yes

10/1991

Dec 22, 2011

Apr 1, 2021

HANLEY-WHITWORTH, SALLY, ANN

CHIEF COMPLIANCE OFFICER

09/2004

Dec 22, 2011

Apr 1, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADVUS FINANCIAL PARTNERS, LLC

n/a

Mixed wealth

$4.0B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Dec 26, 2020

$3.5B

$2.0B

n/a

2019

Dec 24, 2019

$3.2B

$1.8B

n/a

2018

Dec 26, 2018

$2.7B

$1.6B

n/a

2017

Dec 19, 2017

$2.4B

$1.4B

n/a

2016

Dec 21, 2016

$2.2B

$470M

n/a

2015

Dec 24, 2015

$2.0B

$441M

n/a

2014

Dec 17, 2014

$2.0B

$487M

n/a

2013

Dec 23, 2013

$2.2B

$615M

n/a

2012

Dec 20, 2012

$1.9B

$569M

n/a

2011

Dec 22, 2011

$1.6B

$531M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$3.5B

$3.2B

12.2%

$2.4B

13.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVUS FINANCIAL PARTNERS, LLC

Jun 18, 2021

Jan 7, 2026

WINDERMERE, FL

Firm absorbed

Other

75.0%