Lokken Investment Group, LLC
CRD 283696SEC# 801-114384Lewes, DE
No longer SEC-registered. Lokken Investment Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$366.5M
Employees
4
Accounts
1,345
Location
Lewes, DE
Lokken Investment Group, LLC assets under management
Lokken Investment Group, LLC is an SEC-registered investment adviser based in Lewes, DE. It reports $366.5 million in regulatory assets under management and employs 4 people.
Lokken Investment Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie Mae Ruark | Chief Compliance Officer, Managing Principal | Under 5% | 2020 |
| Karlyn Foraker Lokken Control | Owner | Over 75% | 2024 |
Frequently asked questions
How much does Lokken Investment Group, LLC manage?
Lokken Investment Group, LLC reports $366.5 million in regulatory assets under management on its Form ADV.
How many employees does Lokken Investment Group, LLC have?
Lokken Investment Group, LLC reports 4 employees.
Where is Lokken Investment Group, LLC located?
Lokken Investment Group, LLC is based in Lewes, DE.
Does Lokken Investment Group, LLC disclose fund performance?
Lokken Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1413 Savannah Road,, Suite 4, Lewes, DE 19958 |
| Office hours | 9:00 a.m. -4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$366.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$366.5Mregulatory AUM
Discretionary $366.5M