Investment adviser · CRD 116639
LUCID ADVISORS, INC.
Investment adviser filing (IA)
SEATTLE, WA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $1.15B Form ADV · Item 5.F
- Client accounts
- 192 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 12 | $1,054,298,108 | 91.9% |
| High-net-worth individuals | 15 | $48,424,716 | 4.2% |
| Other clients | Fewer than 5 | $20,046,682 | 1.7% |
| Corporations & businesses | 5 | $15,788,027 | 1.4% |
| Individuals | 18 | $6,395,057 | 0.6% |
| Charities | Fewer than 5 | $2,402,598 | 0.2% |
Filing source
Form ADV 2072954 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Hourly · Fixed
Principal office
2101 4TH AVENUE, SUITE 2130SEATTLE, WA, 98121, United States
CRD 116639
Filing source
Form ADV 2072954 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.