|
⚲
|
| Lucas Group Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 326880 |
| SEC # | 801-131602 |
| CIK # | |
| AUM | $337.7 M (2026-03-30) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 815-235-9610 |
| Address | 1753 S West Avenue Freeport, IL 61032 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 131.0 |
| (b) Individuals (high net worth individuals) | 76 | 194.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 12.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,176 | 337.7 |
| By Discretionary | ||
| Discretionary | 910 | 292.4 |
| Non-Discretionary | 266 | 45.3 |
| Total | 1,176 | 337.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 336.3 | |
| Total | 1,176 | 337.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cresap Inc
✚
|
PA | 0.3 |
|
Amerity Wealth Management LLC
✚
|
FL | 0.3 |
|
MDRN Capital LLC
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|
MD | 0.3 |
|
Core Compliance Group LLC
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|
SC | 0.3 |
|
Nicholson Meyer Capital Management Inc
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|
MO | 0.3 |
|
Addington Financial Group LLC
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|
0.3 | |
|
Mullaney Keating & Wright Inc
✚
|
CT | 0.3 |
|
WrapManager Inc
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|
CA | 0.3 |
|
Kilner Capital Advisors LLC
✚
|
MD | 0.3 |
|
ADG Wealth Management Group LLC
✚
|
LA | 0.3 |