DFX Intelligence

Data Factory

RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

LUCID ADVISORS, INC.

CRD 116639

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff4f0bb4-f712-d33e-23ce-5c819b7262c1

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2012 to Mar 24, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Lucid Advisors, Inc.

Investment consultant · shared crd

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.05 fund_share=0.0 institutional_share=0.92 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $52.7M
Private client RAUM: $54.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 5%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $574Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 192
Individual clients: 18
High net worth clients: 15
Custody, client assets: $26.6M
SEC number: 801-67665
CRD: 116639
Filings on the tape: 23
First filed: Mar 29, 2012
Latest filed: Mar 24, 2026
Organised: Corporation, WA
Website: lucidadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREG RIKIO ASHIHARA	n/a	SEATTLE, WA	24	31	n/a	no
Ryan Jeffrey Bilco	n/a	SEATTLE, WA	6	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASHIHARA, GREG, RIKIO	MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER	E	yes	07/2015	Mar 29, 2012	Aug 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.1B	$52.7M	2	2	0	n/a	n/a
2024	Mar 26, 2025	$958M	$42.4M	3	2	0	n/a	n/a
2023	Mar 28, 2024	$813M	$3.3M	3	2	0	n/a	n/a
2022	Mar 24, 2023	$659M	$3.1M	3	2	0	n/a	n/a
2021	Mar 23, 2022	$814M	$640,765	3	2	0	n/a	n/a
2020	Mar 22, 2021	$694M	$3.4M	3	2	0	n/a	n/a
2019	Mar 31, 2020	$574M	$1.8M	4	2	0	n/a	n/a
2018	Mar 21, 2019	$589M	$929,076	5	2	0	n/a	n/a
2017	Mar 30, 2018	$635M	$500,595	5	3	0	n/a	n/a
2016	Mar 31, 2017	$559M	$999,727	4	2	n/a	n/a	n/a
2015	Mar 31, 2016	$525M	$0	4	3	n/a	n/a	n/a
2014	Mar 31, 2015	$520M	$0	5	4	n/a	n/a	n/a
2013	Mar 27, 2014	$529M	$0	6	4	n/a	n/a	n/a
2012	Mar 28, 2013	$464M	$0	6	4	n/a	n/a	n/a
2011	Mar 29, 2012	$396M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$958M	19.7%	$659M	20.3%	2	3	0	0

Relationships

Registered with (3)

← Ryan Jeffrey BilcoAdvisorregistration: current employment
Oct 14, 2019 to presentfactForm ADV
← GREG RIKIO ASHIHARAAdvisorregistration: current employment
Mar 8, 2002 to presentfactForm ADV
← BRETT MICHAEL SHERMANAdvisorregistration: previous registration
Jan 13, 2004 to Jun 30, 2014factForm ADV

Controls (1)

← ASHIHARA, GREG, RIKIOOwnerMANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Aug 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff4f0bb4-f712-d33e-23ce-5c819b7262c1
First observed: Mar 29, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LUCID ADVISORS, INC.

CRD 116639

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff4f0bb4-f712-d33e-23ce-5c819b7262c1

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREG RIKIO ASHIHARA

n/a

SEATTLE, WA

n/a

Ryan Jeffrey Bilco

n/a

SEATTLE, WA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASHIHARA, GREG, RIKIO

MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER

yes

07/2015

Mar 29, 2012

Aug 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.1B

$52.7M

n/a

2024

Mar 26, 2025

$958M

$42.4M

n/a

2023

Mar 28, 2024

$813M

$3.3M

n/a

2022

Mar 24, 2023

$659M

$3.1M

n/a

2021

Mar 23, 2022

$814M

$640,765

n/a

2020

Mar 22, 2021

$694M

$3.4M

n/a

2019

Mar 31, 2020

$574M

$1.8M

n/a

2018

Mar 21, 2019

$589M

$929,076

n/a

2017

Mar 30, 2018

$635M

$500,595

n/a

2016

Mar 31, 2017

$559M

$999,727

n/a

2015

Mar 31, 2016

$525M

n/a

2014

Mar 31, 2015

$520M

n/a

2013

Mar 27, 2014

$529M

n/a

2012

Mar 28, 2013

$464M

n/a

2011

Mar 29, 2012

$396M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$958M

19.7%

$659M

20.3%