Overview
Assets Under Management: $375 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
LUCAS GROUP FINANCIAL PLANNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130163), LUCAS GROUP FINANCIAL PLANNERS, INC. is subject to fiduciary duty under federal law.
LUCAS GROUP FINANCIAL PLANNERS, INC. is headquartered in SACRAMENTO, CA.
LUCAS GROUP FINANCIAL PLANNERS, INC. serves 66 high-net-worth clients according to their SEC filing dated July 03, 2025. View client details ↓
According to their SEC Form ADV, LUCAS GROUP FINANCIAL PLANNERS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LUCAS GROUP FINANCIAL PLANNERS, INC. manages $375 million in client assets according to their SEC filing dated July 03, 2025.
According to their SEC Form ADV, LUCAS GROUP FINANCIAL PLANNERS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,110
Discretionary Accounts: 812
Non-Discretionary Accounts: 298
Regulatory Filings
CRD Number: 130163
Filing ID: 2001859
Last Filing Date: 2025-07-03 18:19:00
Website: https://lucasplanners.com