LUKE FINANCIAL COMPANY, LLC

LUKE FINANCIAL COMPANY, LLC of PLANO, TX is an SEC-registered investment adviser (CRD 147118). Regulatory assets under management: $4.5M.

Registration

• CRD: 147118
• Type: Registered investment adviser
• Location: 6860 N DALLAS PARKWAY, PLANO, TX, 75024
• Phone: 214-289-0031
• Latest filing: 2026-03-23
• Regulatory AUM: $4.5M
• Discretionary AUM: $4.5M
• Clients: 2
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147118 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search