Lucia Capital Group

Lucia Capital Group (CRD# 152396) is a financial advisory firm headquartered in San Diego, CA. They manage $498,559,409 in 3,719 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    499
    MILLION
  • Total Number of Accounts
    3,719
    ACCOUNTS
  • Average Account Value
    $134,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Lucia Capital Group
Showing 1 - 10 of 36 top financial advisors.
1
Scot S. Fairchild
CRD#: 2323211
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
96
Wealthminder
score

Scot Fairchild (CRD# 2323211) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 23 years of experience in the finance industry. Scot Fairchild has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Catherine A. Ford
CRD#: 4531681
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
96
Wealthminder
score

Catherine Ford (CRD# 4531681) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 14 years of experience in the finance industry. Catherine Ford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brandon M. Hibdon
CRD#: 5522028
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
96
Wealthminder
score

Brandon Hibdon (CRD# 5522028) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 7 years of experience in the finance industry. Brandon Hibdon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christopher A. Lloyd
CRD#: 2759148
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
96
Wealthminder
score

Christopher Lloyd (CRD# 2759148) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 20 years of experience in the finance industry.

5
Ryan A. Lowe
CRD#: 4766979
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
96
Wealthminder
score

Ryan Lowe (CRD# 4766979) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 13 years of experience in the finance industry.

6
Richard B. Plum
CRD#: 1820237
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
96
Wealthminder
score

Richard Plum (CRD# 1820237) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 27 years of experience in the finance industry. Richard Plum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Timothy J. Shea
CRD#: 2110538
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
96
Wealthminder
score

Timothy Shea (CRD# 2110538) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 25 years of experience in the finance industry. Timothy Shea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Thomas A. Wyckoff
CRD#: 5710435
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
96
Wealthminder
score

Thomas Wyckoff (CRD# 5710435) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 5 years of experience in the finance industry. Thomas Wyckoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Derek J. Bruton
CRD#: 2287900
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
93
Wealthminder
score

Derek Bruton (CRD# 2287900) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 20 years of experience in the finance industry.

10
Amber L. Christopher
CRD#: 4935457
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
93
Wealthminder
score

Amber Christopher (CRD# 4935457) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 11 years of experience in the finance industry.

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