Lucas Group Financial Advisors, LLC
● SEC registered since 2024CRD 326880SEC# 801-131602Freeport, IL
Reg. AUM
$337.7M
Employees
9
Accounts
1,176
Location
Freeport, IL
Lucas Group Financial Advisors, LLC assets under management
Lucas Group Financial Advisors, LLC is an SEC-registered investment adviser based in Freeport, IL. The firm has been registered since 2024. It reports $337.7 million in regulatory assets under management and employs 9 people.
Lucas Group Financial Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lee Stewart Control | Partner And Wealth Advisor | 10-25% | 2025 |
| Jeffery Paul Wallem Control | Partner And Wealth Advisor | Under 5% | 2023 |
| Katherine Alicia Downing Control | Wealth Advisor And Chief Compliance Officer | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Lucas Group Financial Advisors, LLC manage?
Lucas Group Financial Advisors, LLC reports $337.7 million in regulatory assets under management on its Form ADV.
How many employees does Lucas Group Financial Advisors, LLC have?
Lucas Group Financial Advisors, LLC reports 9 employees.
Where is Lucas Group Financial Advisors, LLC located?
Lucas Group Financial Advisors, LLC is based in Freeport, IL and has been SEC-registered since 2024.
Does Lucas Group Financial Advisors, LLC disclose fund performance?
Lucas Group Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1753 S. West Avenue, Freeport, IL 61032 |
| Phone | 815-235-9610 |
| Fax | 815-235-9650 |
| Office hours | 9:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$337.7M▲ 186%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$337.7Mregulatory AUM
Discretionary $292.4MNon-discretionary $45.3M