JOHN-LUKE FINANCIAL, LLC

JOHN-LUKE FINANCIAL, LLC of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 288252). Regulatory assets under management: $89.6M.

Registration

• CRD: 288252
• Type: Registered investment adviser
• Location: 26010 OAK RIDGE DR, THE WOODLANDS, TX, 77380
• Phone: 281-292-5900
• Latest filing: 2026-04-15
• Regulatory AUM: $89.6M
• Discretionary AUM: $89.6M
• Clients: 2
• Accounts: 567

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288252 on SEC IAPD (source of record)
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