Lucia Capital Group

Lucia Capital Group (CRD# 152396) is a financial advisory firm headquartered in San Diego, CA. They manage $497,200,715 in 3,125 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    497
    MILLION
  • Total Number of Accounts
    3,125
    ACCOUNTS
  • Average Account Value
    $159,104
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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 35 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 25 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
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 8 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.

3
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 21 years of experience in the finance industry.

4
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 15 years of experience in the finance industry.

5
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 27 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.

6
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 7 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.

7
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 12 years of experience in the finance industry.

8
Rashard J. Cook
CRD#: 5695685
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
93
Wealthminder
score

Rashard Cook (CRD# 5695685) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 8 years of experience in the finance industry.

9
John J. Ellis
CRD#: 5558579
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
93
Wealthminder
score

John Ellis (CRD# 5558579) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 9 years of experience in the finance industry.

10
Nicole M. English
CRD#: 5015793
13520 Evening Creek Drive, N., Suite 300, San Diego, CA 92128
93
Wealthminder
score

Nicole English (CRD# 5015793) is an Investment Advisor Representative working at Lucia Capital Group in San Diego, CA and has over 12 years of experience in the finance industry.

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