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| Keyboard |
| Lucas Group Financial Planners Inc
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|---|---|
| CRD # | 130163 |
| SEC # | 801-112737 |
| CIK # | |
| AUM | 456.5 M (2026-01-23) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 916-921-9220 |
| Address | 1545 River Park Drive, Sacramento, CA 95815 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 656 | 110.4 |
| (b) Individuals (high net worth individuals) | 266 | 291.7 |
| (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 | 27 | 40.2 |
| (h) Charitable organizations | 0 | 3.1 |
| (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 | 7 | 10.9 |
| (n) Other | 0 | 0.1 |
| Total | 1,444 | 456.5 |
| By Discretionary | ||
| Discretionary | 1,175 | 424.7 |
| Non-Discretionary | 269 | 31.8 |
| Total | 1,444 | 456.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.5 | |
| Total | 1,444 | 456.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Global Wealth Strategies and Associates LLC
✚
|
CO | 457.0 M |
|
Smith Financial Investment Advisors Inc
✚
|
IN | 456.9 M |
|
Moseley Investment Management Inc
✚
|
FL | 456.8 M |
|
Wealth Advisors of Tampa Bay LLC
✚
|
FL | 456.8 M |
|
AGH Wealth Advisors LLC
✚
|
KS | 456.3 M |
|
Truenorth Wealth & Impact LLC
✚
|
MO | 456.2 M |
|
Florida Financial Advisors LLC
✚
|
FL | 456.1 M |
|
LGT Financial Advisors LLC
✚
|
TX | 456.1 M |
|
Cypress Asset Management Inc
✚
|
TX | 455.8 M |
|
Cove Private Wealth LLC
✚
|
NY | 455.5 M |