Ingham Russell Investment Advisors Inc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 106299
· SEC file 801-39323
· Miami, FL
· WWW.INGHAM.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $2.6B
- Discretionary
- $984M
- Clients
- 1,056
- Avg AUM / client
- $2.5M
- Accounts
- 1,056
- Employees
- 10
AUM over time
$661M
$2.6B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 629 | $155M | 5.95% |
| High net worth individuals | 166 | $530M | 20.3% |
| Pension and profit sharing plans | 261 | $1.9B | 73.8% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marc Jeffrey Eichberg | Senior Vice President | Jun 1991 (35y) | Less than 5% | |
| Riordan, Matthew, Gerard | Chief Financial Officer | Dec 2020 (6y) | Less than 5% | |
| Hancock Brown, Melanie, Joy | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Pierre, Jacques | Senior Vp & Secretary | Mar 2023 (3y) | Less than 5% | |
| Schneider, Megan, E | Chairman & Treasurer | Mar 2023 (3y) | Less than 5% | |
| Hale, Patrick, William | President | Mar 2023 (3y) | Less than 5% | |
| Heidi Lee Miller | Registered representative | Dec 2005 (21y) | ||
| Todd Jay Levy | Registered representative | Sep 2006 (20y) | ||
| Emmanuelle Melissa Banaszak | Registered representative | Aug 2010 (16y) | ||
| Neeta Balani | Registered representative | CFP CFA | Apr 2019 (7y) | |
| Stephen Curtis Coombs | Registered representative | Jan 2020 (7y) | ||
| Eric Alexander Tavares | Registered representative | Sep 2020 (6y) | ||
| Jeffrey F. Poling | Registered representative | Jul 2022 (4y) | ||
| Laura Esmeralda Gutierrez Mendez | Registered representative | CFP | Jul 2024 (2y) | |
| Marlon Suarez | Registered representative | Dec 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ingham & Company | Shareholder | Jan 1991 | A | 75% or more |
| U.S. Retirement Partners, Inc. | Shareholder | Dec 2020 | B | ≈ 56.25% – 100% via Ingham & Company |
| Usrp Holdings, Inc. | Shareholder | Dec 2020 | B | ≈ 42.19% – 100% via U.S. Retirement Partners, Inc. |
| Kusrp Acquisition, Inc. | Shareholder | Dec 2020 | B | ≈ 31.64% – 100% via Usrp Holdings, Inc. |
| Kusrp Holdings, Inc. | Shareholder | Jun 2023 | B | ≈ 17.8% – 100% via Kusrp Intermediate, Inc. |
| Kusrp Intermediate, Inc. | Shareholder | Jun 2023 | B | ≈ 23.73% – 100% via Kusrp Acquisition, Inc. |
| Tvg Kusrp Holdings, Lp | Shareholder | Jun 2023 | B | ≈ 13.35% – 100% via Kusrp Holdings, Inc. |
| Tvg Kusrp Aggregator, Lp | Limited Partner | Jun 2023 | B | ≈ 6.67% – 75% via Tvg Kusrp Holdings, Lp |
| Vistria Fund V, Lp | Limited Partner | Jun 2023 | B | ≈ 3.34% – 56.25% via Tvg Kusrp Aggregator, Lp |
| Vistria Fund V (Ft), Lp | Limited Partner | Jun 2023 | B | ≈ 1.67% – 37.5% via Tvg Kusrp Aggregator, Lp |
| Tvg Kusrp Holdings Gp, Llc | General Partner | Jun 2023 | B | GP / trustee / elected manager of Tvg Kusrp Holdings, Lp (indirect) |
| Vistria Gp V, Lp | General Partner | Jun 2023 | B | GP / trustee / elected manager of Vistria Fund V, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- U.S. Retirement Partners, Inc.: 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Usrp Holdings, Inc.: 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Kusrp Acquisition, Inc.: 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Kusrp Holdings, Inc.: 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Kusrp Intermediate, Inc.: 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Tvg Kusrp Holdings, Lp: 75% – 100% of Kusrp Holdings, Inc. × 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Tvg Kusrp Aggregator, Lp: 50% – 75% of Tvg Kusrp Holdings, Lp × 75% – 100% of Kusrp Holdings, Inc. × 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 6.67% – 75% of the firm
- Vistria Fund V, Lp: 50% – 75% of Tvg Kusrp Aggregator, Lp × 50% – 75% of Tvg Kusrp Holdings, Lp × 75% – 100% of Kusrp Holdings, Inc. × 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 3.34% – 56.25% of the firm
- Vistria Fund V (Ft), Lp: 25% – 50% of Tvg Kusrp Aggregator, Lp × 50% – 75% of Tvg Kusrp Holdings, Lp × 75% – 100% of Kusrp Holdings, Inc. × 75% – 100% of Kusrp Intermediate, Inc. × 75% – 100% of Kusrp Acquisition, Inc. × 75% – 100% of Usrp Holdings, Inc. × 75% – 100% of U.S. Retirement Partners, Inc. × 75% – 100% of Ingham & Company × 75% – 100% direct ≈ 1.67% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $34.9M (1% of AUM) Mar 2026
- Charles Schwab & Co. $16.4M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗