LK
LK

Lucas Kane

4 Years of Experience
San Antonio, TX
BrokerSells Insurance

Lucas Kane is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 4 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

3500 Wiseman Blvd, San Antonio, TX, 78251-4321

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Lucas is an independent insurance agent, potentially selling equity indexed annuities. He also works part-time as a beer server at the Iowa State Fair, provides divorce mediation services, is a board member for Des Moines Y Camp and Neighborhood Investment Corporation.

Employment History
Current Registrations
Capital Client Group, INC.
August 2025 - Present · 11 mos
Capital Client Group, INC.
August 2025 - Present · 11 mos
Capital Client Group, INC.Broker
August 2025 - Present · 11 mos
Previous Registrations
Harbour Investments, INC.
May 2022 - July 2025 · 3 yrs 2 mos
Harbour Investments, INC.Broker
May 2022 - July 2025 · 3 yrs 2 mos
Cambridge Investment Research Advisors, INC.
November 2021 - April 2022 · 5 mos
Cambridge Investment Research, INC.Broker
May 2021 - April 2022 · 11 mos
State Registrations1 state
IN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lucas Kane - Financial Advisor | TrueAdvisor