RIA Intel›Advisers›Illinois›LESTER FINANCIAL GROUP, LLC

LESTER FINANCIAL GROUP, LLC

Advisory

N·CHAMPAIGN, IL

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$399M
1-Year AUM Growth
+22.7%
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$399M
Discretionary AUM$399M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients691
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingNov 29, 2021
Latest FilingFeb 27, 2026
Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

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Peer Benchmarking

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Owners & Officers

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Client Demographics

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