Lucia Capital Management

Lucia Capital Management (CRD# 158509) is a financial advisory firm headquartered in San Diego, CA. They manage $496,442,254 in 2 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    496
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $248,221,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • 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.

CA, GA, NY

Financial Advisors at Lucia Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Aaron J. Rosen
CRD#: 5723936
Atlanta, GA
96
Wealthminder
score

Aaron Rosen (CRD# 5723936) is an Investment Advisor Representative working at Lucia Capital Management in Atlanta, GA and has over 7 years of experience in the finance industry.

2
Mark C. Scalzo
CRD#: 2365455
13520 Evening Creek Drive North, Suite 300, San Diego, CA 92128
90
Wealthminder
score

Mark Scalzo (CRD# 2365455) is an Investment Advisor Representative working at Lucia Capital Management in San Diego, CA and has over 4 years of experience in the finance industry.

3
Patrick T. McSherry
CRD#: 2212036
Studio City, CA
81
Wealthminder
score

Patrick McSherry (CRD# 2212036) is an Investment Advisor Representative working at Lucia Capital Management in Studio City, CA and has over 8 years of experience in the finance industry.

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