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LESTER FINANCIAL GROUP, LLC

CHAMPAIGN, IL · CRD 317036 · IAPD ↗ · lesterfinancialgroup.com · 217-356-6533

$398.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2026 — LESTER FINANCIAL GROUP, LLC reported RAUM up 51% ($264.1M -> $398.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — LESTER FINANCIAL GROUP, LLC now reports custody of client assets ($21.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — LESTER FINANCIAL GROUP, LLC reported RAUM up 61% ($163.7M -> $264.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2024 — LESTER FINANCIAL GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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