Lucas Group Financial Advisors, LLC
Lucas Group Financial Advisors, LLC is an SEC-registered mass-market adviser in Freeport, IL with $337.7M assets under management (AUM, regulatory AUM), +186% over one year. See who owns Lucas Group Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326880, SEC 801-131602, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $337.7M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Freeport, IL
- Employees
- 9
- Clients
- 429
- CRD
- 326880
- Ownership
- WALLEM, JEFFERY, PAUL; BEGGIN, LUCAS, ARTHUR; STEWART, ANDREW, LEE; DOWNING, KATHERINE, ALICIA; SULLIVAN, MICHAEL, EDWARD
How much AUM does Lucas Group Financial Advisors, LLC have?
Lucas Group Financial Advisors, LLC reported $337.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Lucas Group Financial Advisors, LLC?
Disclosed owners and executives of Lucas Group Financial Advisors, LLC include WALLEM, JEFFERY, PAUL, BEGGIN, LUCAS, ARTHUR, STEWART, ANDREW, LEE, DOWNING, KATHERINE, ALICIA, SULLIVAN, MICHAEL, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.