Lucia Capital Group

Lucia Capital Group (CRD# 152396) is a financial advisory firm headquartered in San Diego, CA. They manage $128,246,611 in 91 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,409,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, WY

Financial Advisors at Lucia Capital Group
Showing 1 - 2 of 2 top financial advisors.
1
Lance W. Helfert
CRD#: 2692919
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128

Lance Helfert (CRD# 2692919) 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.

2
Ryan A. Lowe
CRD#: 4766979
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128

Ryan Lowe (CRD# 4766979) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 17 years of experience in the finance industry.

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