Lucas E. Roberson
Investment adviser representative at Balentine
10 yearsExperience
1 stateRegistered in
$5.5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Balentine, LLCNov 2025 to now
- Capfinancial Partners, LLC. (captrust)Dec 2024 to Nov 2025
- Fisher InvestmentsOct 2022 to Dec 2024
- Whitener Capital Management, Inc.Jan 2022 to Sep 2022
- K&j EnterprisesFeb 2019 to Dec 2021
- Liberty Flames Sports NetworkDec 2017 to Dec 2018
- Liberty University Event ProductionAug 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Balentine
Legal name: Balentine LLC
$5.5BAssets managed
464Clients
18Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7541711
- Firm CRD
- 152511