LUCAS GROUP FINANCIAL PLANNERS, INC.

LUCAS GROUP FINANCIAL PLANNERS, INC. of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 130163). Regulatory assets under management: $456.5M.

Registration

• CRD: 130163
• SEC file number: 801-112737
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search