Lucia Capital Group
Financial Services • 
San Diego, California, United States • 51-100 Employees
Company overview
| Headquarters | 16789 Bernardo Center Dr, San Diego, California 92128, US |
| Phone number | +18007721213 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Securities, Asset Management, Financial Planning, Retirement |
| Founded | 2010 |
| Employees | 51-100 |
| Socials |
Key Contact at Lucia Capital Group
Jill Lukehart
Director, Trading & Operations
Lucia Capital Group Email Formats
Lucia Capital Group uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@luciacap.com), used 64.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@luciacap.com | 64.9% |
{first name}{last name} | johndoe@luciacap.com | 16.2% |
{last name}{last name} | doedoe@luciacap.com | 8.1% |
{first name} | john@luciacap.com | 5.4% |
{first initial} | j@luciacap.com | 2.7% |
About Lucia Capital Group
Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. Our team-based approach to financial and retirement planning keeps our clients’ financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP®, CPA, ChFC, and MBA designations and degrees. Our organization, and most importantly our clients, benefit from the knowledge and experience of our wealth managers. Furthermore, our strategic relationships with individuals and organizations increase our investment advisory and portfolio management offerings to our clients. We believe that our wealth managers and strategic relationships set Lucia Capital Group apart from competing firms. Lucia Capital Group is headquartered in San Diego, CA, and has offices and meeting locations nationwide. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Lucia Capital Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor and member SIPC https://www.sipc.org.
Lucia Capital Group revenue & valuation
| Annual revenue | $9,395,456 |
| Revenue per employee | $160,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $30,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Lucia Capital Group has 31 employees across 9 departments.
Departments
Number of employees
Funding Data
Lucia Capital Group has never raised funding before.
Lucia Capital Group Tech Stack
Discover the technologies and tools that power Lucia Capital Group's digital infrastructure, from frameworks to analytics platforms.
Security
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Analytics
JavaScript libraries
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Page builders
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Web servers
Marketing automation
Font scripts
Spain
Australia
Canada
American Samoa
Frequently asked questions
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