LUKE FINANCIAL COMPANY, LLC

Overview

Luke Financial Company, LLC is a small independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm combines fee-based financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage services and educational workshops. Its advisory model supports multiple billing approaches — percentage of assets under management, hourly charges and fixed fees — which suits a mix of planning engagements and ongoing portfolio relationships. Investment activity centers on pooled public vehicles, with a clear tilt toward mutual funds and similar public fund structures rather than concentrated individual-stock exposure. The firm is not an active ESG investor, does not act as a capital allocator, and does not report multi-state advisory registration. Given its size and service set, Luke Financial appears positioned as a boutique adviser that blends planning and insurance solutions for modest-balance households and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices