Wealth Manager
    SEC Registered

    Lokken Investment Group, LLC

    Registered investment advisor · Lewes, Delaware · CRD #283696

    Assets Under Management
    $367M
    Client Accounts
    1,345
    Employees
    4
    CRD Number
    283696
    Registration
    SEC Registered
    Custodian
    Trade-Pmr Inc., Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lokken Investment Group, LLC

    Lokken Investment Group, LLC is an independent investment advisory firm based in Lewes, DE, managing nearly $302 million in assets. It is registered with the SEC and led by Karlyn Lokken, serving select clients in the Mid-Atlantic region.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Lokken Investment Group, LLC

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    Frequently Asked Questions

    What is Lokken Investment Group, LLC's AUM?

    Lokken Investment Group, LLC reports approximately $367M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lokken Investment Group, LLC headquartered?

    Lokken Investment Group, LLC is headquartered in Lewes, Delaware.

    What is Lokken Investment Group, LLC's CRD number?

    Lokken Investment Group, LLC's CRD number is 283696. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lokken Investment Group, LLC manage?

    Lokken Investment Group, LLC manages approximately 1,345 client accounts according to its latest SEC filing.

    Is Lokken Investment Group, LLC SEC registered?

    Yes, Lokken Investment Group, LLC is registered with the SEC as an investment adviser.

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