Firm profile

LUCID ADVISORS, INC.

SEATTLE, WACRD 116639Latest ADV March 24, 2026

Lucid Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 24, 2026, reports $1.1B in regulatory assets under management, 2 employees, and 192 accounts.

Assets Under Management
$1.1B
Employees
2
Offices
--
Total Clients
50
Primary office
SEATTLE, WA
2101 4TH AVENUE, SUITE 2130, SEATTLE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGreg R. Ashihara

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 36.0% of total clients.
Top client categories% of clientsClients
1
Individuals
36.0%
18
2
HNWI
30.0%
15
3
Pension Plans
24.0%
12
4
Corporations
10.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
NON-QUALIFIED DEFERRED COMPENSATION PLANS<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 24, 2026
Discretionary4.6%
$53M
5% of total RAUM4.6%
Non-discretionary95.4%
$1.1B
95% of total RAUM95.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.1B
Total Accounts192
10Y AUM Change+$588M (+105.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee25:1
10Y Employee Change-2 (-50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.