Lester Financial Group, LLC
● SEC registered since 2022CRD 317036SEC# 801-122944Champaign, IL
Reg. AUM
$398.6M
Employees
5
Accounts
1,118
Location
Champaign, IL
Lester Financial Group, LLC assets under management
Lester Financial Group, LLC is an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2022. It reports $398.6 million in regulatory assets under management and employs 5 people.
Lester Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Christine Taylor Control | Chief Compliance Officer | Under 5% | 2022 |
| Todd Allen Lester Control | Managing Principal | Over 75% | 2022 |
Frequently asked questions
How much does Lester Financial Group, LLC manage?
Lester Financial Group, LLC reports $398.6 million in regulatory assets under management on its Form ADV.
How many employees does Lester Financial Group, LLC have?
Lester Financial Group, LLC reports 5 employees.
Where is Lester Financial Group, LLC located?
Lester Financial Group, LLC is based in Champaign, IL and has been SEC-registered since 2022.
Does Lester Financial Group, LLC disclose fund performance?
Lester Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 N. Neil St., Suite 400, Champaign, IL 61820 |
| Phone | 217-356-6533 |
| Fax | 217-356-6577 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$398.6M▲ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$398.6Mregulatory AUM
Discretionary $398.6M