CHAMPAIGN, ILCRD 317036Latest ADV February 27, 2026
Lester Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Champaign, IL. Its latest Form ADV filing, dated February 27, 2026, reports $399M in regulatory assets under management, 5 employees, 1 office, and 1,118 accounts.
Assets Under Management
$399M
Employees
5
Offices
1 office
Total Clients
784
Primary office
CHAMPAIGN, IL
301 N. NEIL ST., SUITE 400, CHAMPAIGN, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.2% of total clients.
Top client categories% of clientsClients
1
Individuals
93.2%
731
2
HNWI
6.8%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$399Mas of February 27, 2026
Discretionary100.0%
$399M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$399M
Total Accounts1,118
10Y AUM Change+$399M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee157:1
10Y Employee Change+2 (+66.7%)
* 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.