LUKEN INVESTMENT ANALYTICS, LLC
Firm details
- Headquarters
- BRENTWOOD, Tennessee
- CRD number
- 169008
- Registered since
- February 23, 2018
- Website
- www.luken.pro
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Other
- Client types
- HNWI81.8%
- Individuals16.62%
- Pension & Profit Sharing Plans0.97%
- Corporations / Businesses0.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Luken Investment Analytics, LLC is an independent, SEC‑registered investment adviser organized as an LLC and operating since 2018. Ownership is individual, and the firm serves primarily individuals and families. Its advisory services include financial planning, portfolio management for individuals and small businesses, and publication of periodicals or newsletters. Fee arrangements include asset‑based fees along with subscription and other fee arrangements. The firm does not describe itself as an active ESG investor and is not positioned as a capital allocator or pension consultant; it also reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds6%
Owners & executives
1 of 1CARRI SANFORD
Chief Compliance OfficerCRD 2914126
Contacts
3 of 3GREGORY LUKEN
Founder & PresidentCRD 1860579
JACKSON HORNSBY
Wealth Advisor AssociateCRD 7426552
Mary O'Leary
Wealth Advisor, Vice PresidentCRD 6564454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$326M in ETFs
52%
$168M
29%
$157M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV) | BlackRock | Passive | Technology | $22M | 274,298 | 6.74% |
Location
BRENTWOOD, TN
WILLIAMSON
Location
BRENTWOOD, TN
Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 136 Frierson St
- Time zone
- CT (UTC-6)
- Office locations
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