# Lucas Retirement Group LLC

> 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.

- CRD: 341225
- Filed as: LUCAS RETIREMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Anthem, AZ
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341225
- AdvisorCensus page: https://advisorcensus.com/firm/lucas-retirement-group-llc-anthem-az-341225

## Quick answers

**How is Lucas Retirement Group LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lucas Retirement Group LLC located?**
Lucas Retirement Group LLC's principal office is in Anthem, AZ, according to its Form ADV.

**Is Lucas Retirement Group LLC registered with the SEC or a state?**
Lucas Retirement Group LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341225.

**How much does Lucas Retirement Group LLC manage?**
Lucas Retirement Group LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 27, 2026.

**Does Lucas Retirement Group 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/341225

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

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

### 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: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lucasretirementgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lucas Retirement Group LLC (CRD 341225): Form ADV filing data as of October 2026.