Luken Investment Analytics, LLC
● SEC registered since 2018CRD 169008SEC# 801-112496Brentwood, TN
Reg. AUM
$292.2M
Employees
6
Accounts
664
Location
Brentwood, TN
Luken Investment Analytics, LLC assets under management
Luken Investment Analytics, LLC is an SEC-registered investment adviser based in Brentwood, TN. The firm has been registered since 2018. It reports $292.2 million in regulatory assets under management and employs 6 people.
Luken Investment Analytics, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carri M Sanford | Chief Compliance Officer | Under 5% | 2017 |
| Gregory Lee Luken Control | President | Over 75% | 2013 |
| Mary Hannah O'Leary | Vice-President And Wealth Advisor | Under 5% | 2025 |
Frequently asked questions
How much does Luken Investment Analytics, LLC manage?
Luken Investment Analytics, LLC reports $292.2 million in regulatory assets under management on its Form ADV.
How many employees does Luken Investment Analytics, LLC have?
Luken Investment Analytics, LLC reports 6 employees.
Where is Luken Investment Analytics, LLC located?
Luken Investment Analytics, LLC is based in Brentwood, TN and has been SEC-registered since 2018.
Does Luken Investment Analytics, LLC disclose fund performance?
Luken Investment Analytics, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 136 Frierson Street, Brentwood, TN 37027 |
| Phone | (615) 550-5570 |
| Fax | (615) 550-5574 |
| Office hours | 9 a.m. To 4 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1730546 |
| Discloses disciplinary history | No |
Regulatory AUM
$292.2M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$292.2Mregulatory AUM
Discretionary $292.1MNon-discretionary $32K