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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha glacierAtlas signal
- Established Date
- 07-13-2017
- Office Locations
- 1
Office Locations
About John-Luke Financial, LLC
John-Luke Financial is an independent Texas advisory firm focused on customized, goal-based planning and portfolio management for people approaching or in retirement. Its process uses a “bucket” framework—supported by a Bucket Financial Calculator—then implements recommendations through a partner network and provides ongoing portfolio reviews. Portfolios emphasize diversification beyond stocks and bonds, including hard assets, insurance, and alternatives; Schwab serves as custodian.
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Owner & Executives
DARYL EDWARD LAZAUSKAS
Chief Compliance Officer, President
- CRD
- #2400160
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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NATHAN WILLIAM MORRELL
Investment Advisor Representative
- CRD
- #6503786
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,581,952 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,581,952 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,581,952
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,161,622,901 | 14.1% |
| Other | $881,515,251 | 10.7% |
| Public Funds | $1,861,892,025 | 22.6% |
| Cash | $2,825,791,879 | 34.3% |
| Corporate - Investment Grade | $1,507,638,232 | 18.3% |
| Total | $8,238,460,288 | 100.0% |