# LUCAS GROUP FINANCIAL PLANNERS, INC.

LUCAS GROUP FINANCIAL PLANNERS, INC. of SACRAMENTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 130163
- Type: SEC-registered investment adviser
- SEC file number: 801-112737
- Location: 1545 RIVER PARK DRIVE,, SUITE 401, SACRAMENTO, CA, 95815
- Phone: 916-921-9220
- Latest filing: 2026-01-23
- Regulatory AUM: $456.5M
- Discretionary AUM: $424.7M
- Non-discretionary AUM: $31.8M
- Clients: 6
- Accounts: 1,444

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Maguire Page | CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| Gregory Alan Lucas | PRESIDENT & CEO | — |
| LUCAS GREGORY ALAN | PRESIDENT & CEO | — |
| PAGE MATTHEW MAGUIRE | CCO; CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130163/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130163/similar
- Related entities: https://search.stillhousedata.com/firm/130163/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130163

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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.