LUCID ADVISORS, INC.
CRD #116639 SEC #801-67665 SEATTLE, WA 206-267-2222
SEC Registered
Total AUM
$958.1M
Discretionary
$42.4M
Employees
3
Clients
11
Accounts
185
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $958.1M | $42.4M | $915.8M | 3 | 0 |
| Mar 2025 | $958.1M | $42.4M | $915.8M | 3 | 0 |
| Aug 2024 | $909.1M | $37.8M | $871.3M | 3 | 0 |
| Mar 2024 | $813.3M | $3.3M | $810M | 3 | 0 |
| Mar 2023 | $659.5M | $3.1M | $656.4M | 3 | 0 |
| Mar 2023 | $659.5M | $3.1M | $656.4M | 3 | 0 |
| Mar 2022 | $813.9M | $640.8K | $813.3M | 3 | 2 |
| Mar 2021 | $694.3M | $3.4M | $690.9M | 3 | 3 |
| Jun 2020 | $573.6M | $1.8M | $571.9M | 4 | 3 |
| Apr 2020 | $573.6M | $1.8M | $571.9M | 4 | 3 |
| Mar 2019 | $588.6M | $929.1K | $587.6M | 5 | 4 |
| Mar 2018 | $634.8M | $500.6K | $634.3M | 5 | 2 |
| Apr 2017 | $559.4M | $999.7K | $558.4M | 4 | 26 |
| Mar 2017 | $559.4M | $999.7K | $558.4M | 4 | 26 |
| Jul 2016 | $525.4M | $0 | $525.4M | 4 | 26 |
| Mar 2016 | $525.4M | $0 | $525.4M | 4 | 26 |
| Jul 2015 | $519.7M | $0 | $519.7M | 4 | 26 |
| Mar 2015 | $519.7M | $0 | $519.7M | 5 | 26 |
| Aug 2014 | $512.1M | $0 | $512.1M | 6 | 26 |
| Mar 2014 | $528.8M | $0 | $528.8M | 6 | 100 |
| Mar 2013 | $464.1M | $0 | $464.1M | 6 | 100 |
| Mar 2012 | $395.7M | $0 | $395.7M | 6 | 26 |
| Mar 2011 | $401.3M | $0 | $401.3M | 10 | -- |
| Aug 2007 | $67.6M | $0 | $67.6M | 10 | -- |
| Mar 2007 | $67.6M | $0 | $67.6M | 10 | -- |
| Jan 2007 | $67.6M | $0 | $67.6M | 10 | -- |
DateSep 2025
Total AUM$958.1M
Discretionary$42.4M
Non-Disc.$915.8M
Employees3
Clients0
DateMar 2025
Total AUM$958.1M
Discretionary$42.4M
Non-Disc.$915.8M
Employees3
Clients0
DateAug 2024
Total AUM$909.1M
Discretionary$37.8M
Non-Disc.$871.3M
Employees3
Clients0
DateMar 2024
Total AUM$813.3M
Discretionary$3.3M
Non-Disc.$810M
Employees3
Clients0
DateMar 2023
Total AUM$659.5M
Discretionary$3.1M
Non-Disc.$656.4M
Employees3
Clients0
DateMar 2023
Total AUM$659.5M
Discretionary$3.1M
Non-Disc.$656.4M
Employees3
Clients0
DateMar 2022
Total AUM$813.9M
Discretionary$640.8K
Non-Disc.$813.3M
Employees3
Clients2
DateMar 2021
Total AUM$694.3M
Discretionary$3.4M
Non-Disc.$690.9M
Employees3
Clients3
DateJun 2020
Total AUM$573.6M
Discretionary$1.8M
Non-Disc.$571.9M
Employees4
Clients3
DateApr 2020
Total AUM$573.6M
Discretionary$1.8M
Non-Disc.$571.9M
Employees4
Clients3
DateMar 2019
Total AUM$588.6M
Discretionary$929.1K
Non-Disc.$587.6M
Employees5
Clients4
DateMar 2018
Total AUM$634.8M
Discretionary$500.6K
Non-Disc.$634.3M
Employees5
Clients2
DateApr 2017
Total AUM$559.4M
Discretionary$999.7K
Non-Disc.$558.4M
Employees4
Clients26
DateMar 2017
Total AUM$559.4M
Discretionary$999.7K
Non-Disc.$558.4M
Employees4
Clients26
DateJul 2016
Total AUM$525.4M
Discretionary$0
Non-Disc.$525.4M
Employees4
Clients26
DateMar 2016
Total AUM$525.4M
Discretionary$0
Non-Disc.$525.4M
Employees4
Clients26
DateJul 2015
Total AUM$519.7M
Discretionary$0
Non-Disc.$519.7M
Employees4
Clients26
DateMar 2015
Total AUM$519.7M
Discretionary$0
Non-Disc.$519.7M
Employees5
Clients26
DateAug 2014
Total AUM$512.1M
Discretionary$0
Non-Disc.$512.1M
Employees6
Clients26
DateMar 2014
Total AUM$528.8M
Discretionary$0
Non-Disc.$528.8M
Employees6
Clients100
DateMar 2013
Total AUM$464.1M
Discretionary$0
Non-Disc.$464.1M
Employees6
Clients100
DateMar 2012
Total AUM$395.7M
Discretionary$0
Non-Disc.$395.7M
Employees6
Clients26
DateMar 2011
Total AUM$401.3M
Discretionary$0
Non-Disc.$401.3M
Employees10
Clients--
DateAug 2007
Total AUM$67.6M
Discretionary$0
Non-Disc.$67.6M
Employees10
Clients--
DateMar 2007
Total AUM$67.6M
Discretionary$0
Non-Disc.$67.6M
Employees10
Clients--
DateJan 2007
Total AUM$67.6M
Discretionary$0
Non-Disc.$67.6M
Employees10
Clients--