# Luken Investment Analytics, LLC

> Luken Investment Analytics, LLC is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 169008
- Filed as: LUKEN INVESTMENT ANALYTICS, LLC
- Also doing business as: LUKEN WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169008
- AdvisorCensus page: https://advisorcensus.com/firm/luken-investment-analytics-llc-brentwood-tn-169008

## Quick answers

**How is Luken Investment Analytics, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Luken Investment Analytics, LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); other.

**Where is Luken Investment Analytics, LLC located?**
Luken Investment Analytics, LLC's principal office is in Brentwood, TN, according to its Form ADV.

**Is Luken Investment Analytics, LLC registered with the SEC or a state?**
Luken Investment Analytics, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 169008.

**How much does Luken Investment Analytics, LLC manage?**
Luken Investment Analytics, LLC reports $292,155,933 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**How have Luken Investment Analytics, LLC's assets and staff changed since 2021?**
In the Form ADV data for Luken Investment Analytics, LLC: Regulatory assets under management: $163,570,368 in the October 2021 data and $292,155,933 in the October 2026 data, up 79%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Luken Investment Analytics, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (184); high net worth individuals (83).

**Which custodians does Luken Investment Analytics, LLC use?**
Luken Investment Analytics, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Luken Investment Analytics, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169008

**Does Luken Investment Analytics, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "There is no account minimum imposed by LWM for any of LWM’s services."

**What changed in Luken Investment Analytics, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $236,868,606 to $292,155,933 (+23%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> There is no account minimum imposed by LWM for any of LWM’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $292,155,933
- Discretionary: $292,123,831
- Non-discretionary: $32,102

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 184 | $48,556,353 |
| High net worth individuals | 83 | $238,997,725 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,829,546 |
| Charitable organizations | Fewer than 5 | $14,360 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,757,949 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, FL, GA, IL, KS, KY, LA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [luken.pro](https://luken.pro)
- [lukenanalytics.com](https://lukenanalytics.com)
- [lukeninvestmentanalytics.com](https://lukeninvestmentanalytics.com)
- [smartdiversification.com](https://smartdiversification.com)
- [vimeo.com/lukeninvestmentanalytics](https://vimeo.com/lukeninvestmentanalytics)
- Facebook @LukenWealthManagement
- Facebook @smartdiversification
- Instagram @luken_wealth_management
- LinkedIn @lukenteam
- YouTube @lukeninvestmentanalytics4198
- YouTube @lukenwealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $163,570,368 | 4 | March 26, 2021 |
| October 2022 | $228,979,564 | 5 | April 1, 2022 |
| October 2023 | $188,641,766 | 5 | March 29, 2023 |
| October 2024 | $200,869,615 | 6 | March 29, 2024 |
| October 2025 | $236,868,606 | 6 | March 28, 2025 |
| October 2026 | $292,155,933 | 6 | May 21, 2026 |

Regulatory assets under management: $163,570,368 in the October 2021 data and $292,155,933 in the October 2026 data, up 79%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $236,868,606 to $292,155,933 (+23%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luken Investment Analytics, LLC (CRD 169008): Form ADV filing data as of October 2026.