Lucia Capital Group

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Lucia Capital Group Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
San Diego, CA, United States

Portfolio & Notable Allocations

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