Key facts
- LUCAS GROUP FINANCIAL ADVISORS, LLC is a other based in FREEPORT, IL.
- LUCAS GROUP FINANCIAL ADVISORS, LLC reports $1.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 326880- Regulatory AUM
- $1.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 9
- Registered office
- FREEPORT, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LUCAS GROUP FINANCIAL ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LUCAS GROUP FINANCIAL ADVISORS, LLC's AUM?
- LUCAS GROUP FINANCIAL ADVISORS, LLC manages approximately $1.3M in assets.