Lucid Advisors, Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $52.7M
- Clients
- 50
- Avg AUM / client
- $22.9M
- Accounts
- 192
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $6.4M | 0.56% |
| High net worth individuals | 15 | $48.4M | 4.22% |
| Pension and profit sharing plans | 12 | $1.1B | 91.9% |
| Charitable organizations | Fewer than 5 clients | $2.4M | 0.21% |
| Corporations and other businesses | 5 | $15.8M | 1.38% |
| Other | Fewer than 5 clients | $20.0M | 1.75% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rose Villa Inc 403(b) Plan Rose Villa Inc | 2024 | |
| Overlake Hospital Medical Center 403(b)retirement Plan Overlake Hospital Medical Center | 2024 | |
| Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust Port Townsend Paper Corporation | Port Townsend, WA | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Greg Rikio Ashihara | Managing Principal, Chief Compliance Officer | Mar 2002 (24y) | 75% or more | |
| Ryan Jeffrey Bilco | Registered representative | Oct 2019 (7y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rose Villa Inc 403(b) Plan | Rose Villa Inc | 214 | $6.5M | 01/01/2024 |
| Overlake Hospital Medical Center 403(b)retirement Plan | Overlake Hospital Medical Center | 3,851 | $654M | 01/01/2024 |
| Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust | Port Townsend Paper Corporation | 306 | $63.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Management Trust Company $850M (74% of AUM) Mar 2026
- Matrix Trust Company $80.2M (12% of AUM) Mar 2021
- TD Ameritrade $72.5M (13% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗