LUCID ADVISORS, INC.

Overview

Lucid Advisors, Inc. is an independent registered investment adviser formed in 2007 that acts as a capital allocator for both high‑net‑worth individuals and institutional clients. The firm operates under an owner‑type classified as individual and provides a mix of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers, and educational workshops. Fee arrangements are non‑transactional, relying on hourly and fixed‑fee structures rather than percent‑of‑AUM billing, and the adviser does not identify as an active ESG investor. Investment behavior visible on the ADV shows a clear preference for pooled public funds as the primary vehicle for client exposure, while also allocating selectively to third‑party alternative managers. Lucid serves a concentrated client base and appears to function more as a strategic allocator and coordinator—especially in pension consulting and manager selection—than as a high‑turnover trader of individual equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices