Lucas Roberson
Balentine Wealth Advisors · Raleigh, North Carolina
Lucas Roberson is a fee-only financial advisor at Balentine Wealth Advisors in Raleigh, North Carolina. Lucas focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Balentine Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Balentine Wealth Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.54B across 3,447 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7541711 |
| Exams passed | Series 65 (2022) |
| Firm size | 61 employees |
| Disclosures | None reported |
| Website | www.balentine.com |
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Questions about Lucas
Is Lucas Roberson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucas holds no broker registration, and Balentine Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucas charge for financial advice?
Lucas's firm, Balentine Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lucas Roberson based?
Lucas Roberson is based in Raleigh, North Carolina.
What does Lucas specialize in?
Lucas's specialties include founders (pre-exit), family wealth transfer and estate & legacy planning. Lucas works with founders and multi-generational families.
Is Lucas Roberson registered with the SEC?
Yes. Lucas Roberson is registered as an investment adviser representative in NC (CRD 7541711), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balentine Wealth Advisors manage?
Balentine Wealth Advisors reports $5.54B across 3,447 accounts in assets under management.
How do I contact Lucas Roberson?
Through Lucas's website, www.balentine.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Balentine Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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