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LUCASHILL, LLC

DALLAS, TX · CRD 321069 · IAPD ↗ · (650) 254-8599

$575.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
July 2026 — LUCASHILL, LLC moved its main office from PALO ALTO, CA to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — LUCASHILL, LLC crossed $500M in regulatory AUM ($495.9M -> $562.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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