# Luke Financial Company

Luke Financial Company is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** lukefinancial.com

## Regulatory record

- **CRD number:** 147118
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147118

## About

Luke Financial Company is an independent financial advisory firm that provides comprehensive financial solutions including wealth creation, asset protection, and legacy planning. Its approach focuses on investment and retirement planning, asset preservation, income planning, and educating clients. The firm serves a wide range of clients and families, including federal employees, with an emphasis on fiduciary responsibility.

## People

- Jonathan Mazur — President
- Jonathan Mazur — President

## Questions

### Who runs investment decisions at Luke Financial Company?

No named principal or investment lead has been publicly disclosed. The entity does not appear in financial media, regulatory investment-adviser databases, or professional networking platforms in a manner that identifies a decision-maker. This opacity is common among holding companies structured exclusively for internal family wealth administration.

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- [Budge, David M.](https://altss.com/profile/budge-david-m)
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Last updated: 2026-08-11T15:07:19.634Z

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