← Back to searchVisit website
LUCAS GROUP FINANCIAL ADVISORS, LLC
CRD 326880 · SEC 801-131602
1753 S. WEST AVENUE, FREEPORT, IL, 61032, United States
Phone
815-235-9610
Fax
815-235-9650
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$337.7M
Discretionary AUM
$292.4M
Team
9 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 340 | $131.0M |
| High net worth individuals | 76 | $194.6M |
| Charitable organizations | 7 | $12.0M |
| Corporations/business entities | 6 | $79K |
States served
IL, IA, WI, NH, FL
All web addresses on file
Official SEC filing: View on IAPD