LUCAS GROUP FINANCIAL PLANNERS, INC.
CRD #130163 SEC #801-112737 SACRAMENTO, CA 916-921-9220
SEC Registered
Total AUM
$374.7M
Discretionary
$344.4M
Employees
5
Clients
0
Accounts
1,110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $374.7M | $344.4M | $30.3M | 5 | 7 |
| Jan 2025 | $374.7M | $344.4M | $30.3M | 6 | 7 |
| Jan 2024 | $327.7M | $302.7M | $25M | 3 | 0 |
| Jan 2024 | $327.7M | $302.7M | $25M | 3 | 0 |
| Jan 2023 | $250.2M | $226.7M | $23.5M | 5 | 0 |
| Jan 2022 | $290.6M | $257.2M | $33.4M | 5 | 0 |
| Jan 2021 | $236.6M | $206.8M | $29.9M | 4 | 12 |
| Jun 2020 | $208.6M | $171.4M | $37.3M | 5 | 32 |
| Jun 2020 | $208.6M | $171.4M | $37.3M | 5 | 32 |
| Feb 2020 | $208.6M | $171.4M | $37.3M | 5 | 32 |
| Nov 2019 | $131M | $131M | $0 | 6 | 18 |
| Jun 2019 | $131M | $131M | $0 | 6 | 18 |
| Feb 2019 | $131M | $131M | $0 | 6 | 18 |
| Jul 2018 | $105.8M | $105.8M | $0 | 5 | 16 |
| Mar 2018 | $105.8M | $105.8M | $0 | 5 | 16 |
DateJul 2025
Total AUM$374.7M
Discretionary$344.4M
Non-Disc.$30.3M
Employees5
Clients7
DateJan 2025
Total AUM$374.7M
Discretionary$344.4M
Non-Disc.$30.3M
Employees6
Clients7
DateJan 2024
Total AUM$327.7M
Discretionary$302.7M
Non-Disc.$25M
Employees3
Clients0
DateJan 2024
Total AUM$327.7M
Discretionary$302.7M
Non-Disc.$25M
Employees3
Clients0
DateJan 2023
Total AUM$250.2M
Discretionary$226.7M
Non-Disc.$23.5M
Employees5
Clients0
DateJan 2022
Total AUM$290.6M
Discretionary$257.2M
Non-Disc.$33.4M
Employees5
Clients0
DateJan 2021
Total AUM$236.6M
Discretionary$206.8M
Non-Disc.$29.9M
Employees4
Clients12
DateJun 2020
Total AUM$208.6M
Discretionary$171.4M
Non-Disc.$37.3M
Employees5
Clients32
DateJun 2020
Total AUM$208.6M
Discretionary$171.4M
Non-Disc.$37.3M
Employees5
Clients32
DateFeb 2020
Total AUM$208.6M
Discretionary$171.4M
Non-Disc.$37.3M
Employees5
Clients32
DateNov 2019
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees6
Clients18
DateJun 2019
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees6
Clients18
DateFeb 2019
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees6
Clients18
DateJul 2018
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees5
Clients16
DateMar 2018
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees5
Clients16