LUCAS GROUP FINANCIAL ADVISORS, LLC
CRD #326880 SEC #801-131602 FREEPORT, IL 815-235-9610
SEC Registered
Total AUM
$329M
Discretionary
$279.4M
Employees
9
Clients
1
Accounts
1,115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $329M | $279.4M | $49.6M | 9 | 0 |
| Oct 2025 | $329M | $279.4M | $49.6M | 9 | 0 |
| Aug 2025 | $324.8M | $266.2M | $58.5M | 9 | 0 |
| Feb 2025 | $118.3M | $82.2M | $36.1M | 2 | 0 |
| Nov 2024 | $107M | $83.8M | $23.3M | 2 | 0 |
DateDec 2025
Total AUM$329M
Discretionary$279.4M
Non-Disc.$49.6M
Employees9
Clients0
DateOct 2025
Total AUM$329M
Discretionary$279.4M
Non-Disc.$49.6M
Employees9
Clients0
DateAug 2025
Total AUM$324.8M
Discretionary$266.2M
Non-Disc.$58.5M
Employees9
Clients0
DateFeb 2025
Total AUM$118.3M
Discretionary$82.2M
Non-Disc.$36.1M
Employees2
Clients0
DateNov 2024
Total AUM$107M
Discretionary$83.8M
Non-Disc.$23.3M
Employees2
Clients0