# FINANCIALLY SPEAKING INC

FINANCIALLY SPEAKING INC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 106255
- Type: SEC-registered investment adviser
- SEC file number: 801-38948
- Location: 5889 GREENWOOD PLAZA BLVD, SUITE 400, GREENWOOD VILLAGE, CO, 80111
- Phone: 303-290-0702
- Latest filing: 2026-03-24
- Regulatory AUM: $164.8M
- Discretionary AUM: $160.3M
- Non-discretionary AUM: $4.4M
- Clients: 5
- Accounts: 595

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Philip Henry Luccock | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Stacy Luccock Myers | PRINCIPAL/CHIEF FINANCIAL OFFICER | — |
| Daniel James Luccock | PRINCIPAL | — |
| LUCCOCK PHILIP HENRY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MYERS STACY LUCCOCK | PRINCIPAL/CHIEF FINANCIAL OFFICER; SECRETARY/TREASURER | — |
| MYERS SHEPARD STACY | PRINCIPAL/CHIEF FINANCIAL OFFICER | — |
| LUCCOCK DANIEL JAMES | PRINCIPAL; PRINCIPAL/CHIEF TECHNOLOGY OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106255/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106255/similar
- Related entities: https://search.stillhousedata.com/firm/106255/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106255

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.