L
$337.7M Total AUM
$292.4M Disc. AUM
-- 3Y CAGR
9 Employees
429 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-12-2024
- Office Locations
- 3
Office Locations
1617 Temple Lane Rockford IL
1753 S. West Avenue Freeport IL
-- Ankeny IA
About Lucas Group Financial Advisors, LLC
Lucas Group Financial Advisors, LLC is a Freeport-based RIA with 3 offices. The firm has been operating for 2 years. Managing $337.7M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
43 AVG AGE
$48.2M AVG AUM / ADVISOR
$787.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
L
LUCAS ARTHUR BEGGIN
PARTNER, WEALTH ADVISOR
- CRD
- #6276634
- Ownership
- 75% or more
Available
Available
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KATHERINE ALICIA DOWNING
Chief Compliance Officer, WEALTH ADVISOR
- CRD
- #6356441
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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T
Todd Thomas Reno
--
- CRD
- #6689061
Available
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A
Aaron Scibona
--
- CRD
- #7831235
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,381,105 | $321,298 |
| Non-Discretionary | $45,277,568 | $170,216 |
| Total | $337,658,673 | $287,125 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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