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RIA / WealthAdvisor10 years in industry

Brandon Luckett

Advisor at CAZ INVESTMENTS L.P.

HOUSTON, TX

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Search this name across graphsid dfx:ria:0d1dc4b5-94ac-0fa5-9eaf-fd776332ec9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAZ INVESTMENTS L.P.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 31, 2017
First registration: Feb 3, 2017
Dual registered: no
Other names: BRANDON MOON LUCKETT|BRANDON M LUCKETT
IAPD individual key: 3018381

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAZ INVESTMENTS L.P.	Asset manager	Jan 29, 2026	n/a	yes	HOUSTON, TX	Current employment
CNL EDUCATIONAL INSTITUTE, LLC	No RAUM reported	Jan 4, 2021	Jun 3, 2025	no	Annapolis, MD\|Towson, MD\|ORLANDO, FL	Previous registration
RED OAK FINANCIAL GROUP	Independent wealth	Jun 5, 2018	Dec 23, 2020	no	Towson, MD\|TOWSON, MD	Previous registration
THE L. WARNER COMPANIES, INC	Independent wealth	Feb 3, 2017	Mar 1, 2018	no	TIMONIUM, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CNL EDUCATIONAL INSTITUTE, LLC	CAZ INVESTMENTS L.P.	Jun 3, 2025	Jan 29, 2026	240	Firm change	Other
RED OAK FINANCIAL GROUP	CNL EDUCATIONAL INSTITUTE, LLC	Dec 23, 2020	Jan 4, 2021	12	Firm change	Other
THE L. WARNER COMPANIES, INC	RED OAK FINANCIAL GROUP	Mar 1, 2018	Jun 5, 2018	96	Firm change	Other

Relationships

Registered with (4)

→ CAZ INVESTMENTS L.P.Registered adviserregistration: current employment
Jan 29, 2026 to presentfactForm ADV
→ CNL EDUCATIONAL INSTITUTE, LLCRegistered adviserregistration: previous registration
Jan 4, 2021 to Jun 3, 2025factForm ADV
→ RED OAK FINANCIAL GROUPRegistered adviserregistration: previous registration
Jun 5, 2018 to Dec 23, 2020factForm ADV
→ THE L. WARNER COMPANIES, INCRegistered adviserregistration: previous registration
Feb 3, 2017 to Mar 1, 2018factForm ADV

Dated events

Occurred
Jun 3, 2025
Advisor changed firm
Brandon Luckett left Cnl Educational Institute, Llc for Caz Investments L.P. (registered 2026-01-29)
Form ADVobserved 4 days ago