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RIA / WealthAdvisor10 years in industry

Lucas E. Roberson

Advisor at BALENTINE

ATLANTA, GA | RALEIGH, NC

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Search this name across graphsid dfx:ria:a960a3d2-5127-4dfa-7af3-469af4bf95a6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 3, 2022 to Sep 15, 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: BALENTINE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 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
First exam: Apr 18, 2022
First registration: May 3, 2022
Dual registered: no
Other names: Luke Evan Roberson|Luke Roberson
IAPD individual key: 7541711

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
Balentine	Independent wealth	Mar 15, 2026	n/a	yes	RALEIGH, NC\|ATLANTA, GA	Current employment
Captrust	Institutional manager	Jan 14, 2025	Oct 24, 2025	no	Raleigh, NC	Previous registration
FISHER INVESTMENTS	Independent wealth	Oct 10, 2022	Nov 19, 2024	no	Plano, TX	Previous registration
WHITENER CAPITAL MANAGEMENT, INC	Independent wealth	May 3, 2022	Sep 30, 2022	no	ROCKY MOUNT, NC	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
Captrust	Balentine	Oct 24, 2025	Mar 15, 2026	142	Firm change	Other
FISHER INVESTMENTS	Captrust	Nov 19, 2024	Jan 14, 2025	56	Firm change	Other
WHITENER CAPITAL MANAGEMENT, INC	FISHER INVESTMENTS	Sep 30, 2022	Oct 10, 2022	10	Firm change	RIA to RIA

Relationships

Registered with (4)

→ BALENTINERegistered adviserregistration: current employment
Mar 15, 2026 to presentfactForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Jan 14, 2025 to Oct 24, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Oct 10, 2022 to Nov 19, 2024factForm ADV
→ WHITENER CAPITAL MANAGEMENT, INCRegistered adviserregistration: previous registration
May 3, 2022 to Sep 30, 2022factForm ADV

Dated events

Occurred
Oct 24, 2025
Advisor changed firm
Lucas E. Roberson left Captrust for Balentine (registered 2026-03-15)
Form ADVobserved 5 days ago
Occurred
Nov 19, 2024
Advisor changed firm
Lucas E. Roberson left Fisher Investments for Captrust (registered 2025-01-14)
Form ADVobserved 5 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Lucas E. Roberson left Whitener Capital Management, Inc for Fisher Investments (registered 2022-10-10)
Form ADVobserved 5 days ago