LUCID ADVISORS, INC.

CRD 116639File 801-67665

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.15B

Above cohort median (national)

Discretionary AUM

$52.7M

Non-discretionary $1.09B

Clients

192 accounts

Employees

Top 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Mar 5, 2007
Principal office: 2101 4TH AVENUE, SUITE 2130, SEATTLE, WA, 98121
Phone: 206-267-2222
Website: https://www.lucidadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.15B
Discretionary AUM: $52.7M
Non-discretionary AUM: $1.09B
Discretionary accounts: 100
Non-discretionary accounts: 92
Total accounts: 192
AUM per client: $22.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$15.8M
Charitable organizations	Fewer than 5	$2.4M
High net worth individuals	15	$48.4M
Pension and profit sharing plans	12	$1.05B
Individuals (other than high net worth individuals)	18	$6.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.