LUKEN INVESTMENT ANALYTICS, LLC

CRD 169008File 801-112496

APPROVED

Retail clients

Filing as of May 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$292.2M

Below cohort median (national)

Discretionary AUM

$292.1M

Non-discretionary $32K

Clients

267

664 accounts

Employees

Below cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Feb 23, 2018
Principal office: 136 FRIERSON STREET, BRENTWOOD, TN, 37027
Phone: (615) 550-5570
Website: https://www.youtube.com/@lukeninvestmentanalytics4198

Assets & accounts

ADV Item 5F

Total regulatory AUM: $292.2M
Discretionary AUM: $292.1M
Non-discretionary AUM: $32K
Discretionary accounts: 658
Non-discretionary accounts: 6
Total accounts: 664
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.8M
Charitable organizations	Fewer than 5	$14K
High net worth individuals	83	$239.0M
Pension and profit sharing plans	Fewer than 5	$2.8M
Individuals (other than high net worth individuals)	184	$48.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FINANCIAL PLANNING SERVICES FEE
Subscription fees
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.