{
  "crd_number": 341225,
  "slug": "lucas-retirement-group-llc-anthem-az-341225",
  "primary_business_name": "LUCAS RETIREMENT GROUP LLC",
  "legal_name": "LUCAS RETIREMENT GROUP LLC",
  "dbas": [],
  "city": "Anthem",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-05-07",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ"
  ],
  "websites": [
    "https://lucasretirementgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341225",
  "city_as_filed": "ANTHEM",
  "url": "https://advisorcensus.com/firm/lucas-retirement-group-llc-anthem-az-341225",
  "display_name": "Lucas Retirement Group LLC",
  "summary": "Lucas Retirement Group LLC is a state-registered investment advisory firm in Anthem, AZ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Lucas Retirement Group LLC (CRD 341225): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Lucas Retirement Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lucas Retirement Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Lucas Retirement Group LLC located?",
      "a": "Lucas Retirement Group LLC's principal office is in Anthem, AZ, according to its Form ADV."
    },
    {
      "q": "Is Lucas Retirement Group LLC registered with the SEC or a state?",
      "a": "Lucas Retirement Group LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341225."
    },
    {
      "q": "How much does Lucas Retirement Group LLC manage?",
      "a": "Lucas Retirement Group LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 27, 2026."
    },
    {
      "q": "Does Lucas Retirement Group LLC report any disciplinary disclosures?",
      "a": "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/341225"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lucas-retirement-group-llc-anthem-az-341225.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341225",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}