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LUFKIN ADVISORS, LLC

· CRD 163918 · IAPD ↗ · lufkinadvisors.com · 650-573-1187

$115.8MRegulatory AUM
0Advisory reps
0Employees
0Clients
1-10Planning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
January 2025 — LUFKIN ADVISORS, LLC (location n/a) left the SEC roster (was $115.8M RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.