# LUCAS GROUP FINANCIAL ADVISORS, LLC

LUCAS GROUP FINANCIAL ADVISORS, LLC of FREEPORT, IL is an SEC-registered investment adviser.

## Registration

- CRD: 326880
- Type: SEC-registered investment adviser
- SEC file number: 801-131602
- Location: 1753 S. WEST AVENUE, FREEPORT, IL, 61032
- Phone: 815-235-9610
- Latest filing: 2026-03-30
- Regulatory AUM: $337.7M
- Discretionary AUM: $292.4M
- Non-discretionary AUM: $45.3M
- Clients: 9
- Accounts: 1,176

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeffery Paul Wallem | CO-OWNER | DIRECTOR; PARTNER AND WEALTH ADVISOR | — |
| Lucas Arthur Beggin | PARTNER AND WEALTH ADVISOR | — |
| Andrew Lee Stewart | PARTNER AND WEALTH ADVISOR | — |
| Katherine Alicia Downing | WEALTH ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| Michael Edward Sullivan | CO-OWNER | CHIEF COMPLIANCE OFFICER | — |
| SULLIVAN HOWARD EDWARD | CO-OWNER | CHIEF COMPLIANCE OFFICER | — |
| WALLEM JEFFERY PAUL | CO-OWNER | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326880/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326880/similar
- Related entities: https://search.stillhousedata.com/firm/326880/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326880

---

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.