# LOKKEN INVESTMENT GROUP, LLC

LOKKEN INVESTMENT GROUP, LLC of LEWES, DE is an SEC-registered investment adviser.

## Registration

- CRD: 283696
- Type: SEC-registered investment adviser
- SEC file number: 801-114384
- Location: 1413 SAVANNAH ROAD,, SUITE 4, LEWES, DE, 19958
- Phone: 302-645-6650
- Latest filing: 2025-03-13
- Regulatory AUM: $366.5M
- Discretionary AUM: $366.5M
- Clients: 4
- Accounts: 1,345

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Carrie Mae Ruark | CHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL | — |
| Karlyn Foraker Lokken | OWNER | — |
| LOKKEN JONATHAN LAWRENCE | MANAGING PRINCIPAL; MANAGING PRINCIPAL AND CCO | — |
| RUARK CARRIE MAE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL | — |
| LOKKEN KARLYN FORAKER | OWNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ANNAPOLIS | MD | 1 | 443-603-0300 |
| ANNAPOLIS | MD | 1 | 443-603-0300 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283696/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283696/similar
- Related entities: https://search.stillhousedata.com/firm/283696/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283696

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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.