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Luke William Crofts

LINDBROOK CAPITAL, LLC·CALABASAS, California
Clean record8 years registeredLINDBROOK CAPITAL, LLC
23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 6837696Firm CRD# 155812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Luke William Crofts · CALABASAS, CA
Registration
CRD #6837696 · LINDBROOK CAPITAL, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

HIGHTOWER ADVISORS, LLC
Jul 2025 – present
LINDBROOK CAPITAL, LLC
Oct 2017 – Sep 2025
CALABASAS, CA
02

Registrations & Exams

Registration record
First registered · October 24, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LINDBROOK CAPITAL, LLC
CRD 155812 · SEC 801-72193
AUM
$3.2B
Regulatory assets under management
Employees
10
2,639 client accounts
Services offered by LINDBROOK CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LINDBROOK CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Luke William Crofts offer?
Luke William Crofts specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.
What are Luke William Crofts's credentials?
Luke William Crofts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke William Crofts located?
Luke William Crofts is based in CALABASAS, California, working with LINDBROOK CAPITAL, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Luke William Crofts charge for services?
Luke William Crofts's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINDBROOK CAPITAL, LLC?
LINDBROOK CAPITAL, LLC has approximately 10 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LINDBROOK CAPITAL, LLC

Marielle Kristine Schurig
CALABASAS, CA
CFP
Lee Charles Samson
CALABASAS, CA

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