# John-Luke Financial, LLC

> John-Luke Financial, LLC is a state-registered investment advisory firm in The Woodlands, TX, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 288252
- Filed as: JOHN-LUKE FINANCIAL, LLC
- Legal name: MLDL Holdings LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288252
- AdvisorCensus page: https://advisorcensus.com/firm/john-luke-financial-llc-the-woodlands-tx-288252

## Quick answers

**How is John-Luke Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), John-Luke Financial, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is John-Luke Financial, LLC located?**
John-Luke Financial, LLC's principal office is in The Woodlands, TX, according to its Form ADV.

**Is John-Luke Financial, LLC registered with the SEC or a state?**
John-Luke Financial, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288252.

**How much does John-Luke Financial, LLC manage?**
John-Luke Financial, LLC reports $89,581,952 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**What types of clients does John-Luke Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (234); high net worth individuals (46).

**Does John-Luke Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288252

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $89,581,952
- Discretionary: $89,581,952
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 234 | $43,358,825 |
| High net worth individuals | 46 | $46,223,127 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- johnlukefinancial.com
- Facebook @nate.morrell.984
- LinkedIn @DARYL-LAZAUSKAS-89553312

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. John-Luke Financial, LLC (CRD 288252): Form ADV filing data as of October 2026.