Fee-only adviser · Newtown, PA
Mount Lucas Management LP
Mount Lucas Management LP is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Newtown, Pennsylvania. On its latest Form ADV, filed June 10, 2026, it reports $1.3B in regulatory assets under management and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 108255 · SEC file 801-28254 |
| Office | 405 South State Street Newtown, PA 18940 |
| Phone | (267) 759-3500 |
| Website | www.mtlucas.com |
| Regulatory assets under management | $1.3B |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 15 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Newtown
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- Towercrest Capital Management, LLC $718M
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Nearby
- Yardley 3 firms
- Southampton 1 firm
- New Hope 2 firms
- Feasterville 1 firm
- Huntingdon Valley 1 firm
- Lawrenceville 2 firms
- Doylestown 8 firms
- Horsham 1 firm
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