JOHN-LUKE FINANCIAL, LLC

Overview

John-Luke Financial, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm charges fees as a percentage of assets under management and offers financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. It acts as a capital allocator—meaning it places client capital with external managers for certain strategies—and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices