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Lucas Cheatham, portrait

Lucas Cheatham

Managing Member/CEO at Diamond Client Group in The Woodlands, TX

Investment adviser registrationUpdated

Lucas Cheatham is Managing Member/CEO of Diamond Client Group, LLC, an investment adviser managing $186M, and works from its The Woodlands, TX office. Lucas Cheatham has been registered as an investment adviser representative through Diamond Client Group since 23 December 2020, has 14 years in the industry across 3 firms and has passed the Series 7 and Series 66.

14
Years in industry
5
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Lucas Cheatham has been Managing Member/CEO of Diamond Client Group since June 2016, is a control person of the firm and directly owns 75% or more of it.

Diamond Client Group, LLC is a The Woodlands, TX firm with $186M under management, 436 clients and 11 advisers across 2 offices, as of its March 2026 filing.

Luke Cheatham is Founder and CEO of Diamond Client Group, LLC and of Good Bull Capital, and a founding partner of Diamond Client Consulting. He has worked alongside business owners for over 15 years. Diamond Client Group, LLC was formed in 2016, and Good Bull Capital and Diamond Client Consulting were launched in 2021.

Lucas Cheatham’s longest registration is the current one, 5 years at Diamond Client Group since 2020. Before joining Diamond Client Group in 2020, Lucas Cheatham was registered through MML Investors Services, LLC and Park Avenue Securities LLC.

  1. – present · 5 years
    The Woodlands, TX · Adviser representative · Firm CRD 310570
  2. MML Investors Services, LLC
    – · 4 years
    Houston, TX · Adviser representative · Firm CRD 10409
  3. Park Avenue Securities LLC
    – · 3 years
    Houston, TX · Adviser representative · Firm CRD 46173

Credentials and registrations

Investment adviser representative registrations

Lucas Cheatham is registered as an investment adviser representative in 2 states. The first approvals date from December 2020; the most recent is Louisiana, in September 2021.

  • LouisianaSince 20 September 2021
  • TexasSince 23 December 2020

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 668 March 2012
Name
Uniform Combined State Law Examination
Series 76 November 2011
Name
General Securities Representative Examination

Key facts

Full name
Lucas Wayne Cheatham
CRD
5958728
Firm
Diamond Client Group · CRD 310570
Role
Managing Member/CEO
Office
9595 SIX PINES DRIVE, SUITE 6200, The Woodlands, TX 77380
Registration
Investment adviser registration
In the industry since
November 2011
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Lucas Cheatham work?

Lucas Cheatham has been Managing Member/CEO of Diamond Client Group, LLC since June 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 March 2026

Is Lucas Cheatham a financial advisor?

Yes. Lucas Cheatham has a current investment-adviser registration in Louisiana and Texas, through Diamond Client Group since December 2020.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Lucas Cheatham have?

Lucas Cheatham has 14 years in the financial industry, since November 2011, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Lucas Cheatham passed?

Lucas Cheatham has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2011. FINRA credited Lucas Cheatham with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Lucas Cheatham work before Diamond Client Group?

Before Diamond Client Group, Lucas Cheatham was registered through MML Investors Services, LLC, April 2016 to December 2020; Park Avenue Securities LLC, May 2012 to March 2016.

Source: IAPD individual record, checked 22 October 2026

Where is Lucas Cheatham based?

Lucas Cheatham’s registered office is in The Woodlands, TX.

Source: IAPD individual record, checked 22 October 2026

Is Lucas Cheatham registered with FINRA?

No. Lucas Cheatham has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Lucas Cheatham’s record?

Search CRD 5958728 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lucas Cheatham’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Diamond Client Group

Sources

  1. IAPD individual record, CRD 5958728, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Diamond Client Group, LLC, filed 21 March 2026. Title, control and ownership bands.
  3. Diamond Client Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.