Lucent Financial

Overview

Lucent Financial is a recently formed, owner-operated limited liability company that registered with the SEC in 2026. The firm positions itself as a fee-based advisory practice, charging clients a percentage of assets under management. Its stated service set focuses on financial planning, discretionary portfolio management for individuals and small businesses, and delivery of educational seminars and workshops. Lucent Financial is classified as an unclassified adviser in the available data and is not listed as a capital allocator or a pension consultant. The firm is not marked as an active ESG investor and is not registered as a multi-state adviser. The ownership structure is individual rather than institutional, which aligns with the small-practice service mix described.

Assets & Accounts