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Lucia Capital Group Overview
Type
Multi Family Office
Year Founded
2010
General Information
Lucia Capital Group is a multi-family office headquartered in San Diego. Founded in 2010 by the Lucia family, the firm stems from wealth created through their decades-long advisory and brokerage enterprises. Overseeing more than $2 billion in client assets and offices nationwide, it offers tax-efficient investment management, retirement-income planning, and family-office services to multigenerational clients across the United States.
Contact Information
Website:
https://www.luciacap.com/
Year Founded:
2010
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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