RIA Intel›Advisers›California›LUTKUS, DOUGLAS JOHN

LUTKUS, DOUGLAS JOHN

Advisory

CA

Data as of Jan 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,986
of 5,480 advisers by AUM
Average account
$339K
across 12 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM
$4M
Discretionary %
0%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$0
Non-Discretionary AUM$4M
Discretionary %0%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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-19.7% 1Y

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