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Lucia Capital Group
Lucia Capital Group was founded in 2010 by the Lucia family. Ray Lucia Sr. established the original advisory firm whose success generated the capital base.
Lucia Capital Group
Lucia Capital Group was founded in 2010 by the Lucia family. Ray Lucia Sr. established the original advisory firm whose success generated the capital base. Joseph P. Lucia serves as President and Joseph J. Lucia as Chief Marketing Officer. The firm allocates across commodities, fund of funds, hedge funds, private credit, private equity, and real estate. It structures exposure through direct holdings and external managers. Geographic reach centers on North America with residential properties in California, Idaho, and Nevada. San Diego Loyal Soccer Club served as an official wealth-management partner in 2023. Assets under management total $2.5 billion. The firm maintains offices nationwide. Ray Lucia Jr. and his wife Devin belong to the San Diego Yacht Club. Ray Lucia Jr. participates in the Rancho Bernardo Rotary Club. In 2024 the North San Diego Business Chamber named Lucia Capital Group Business of the Year for medium companies. The firm operates as a multi-family office that also maintains operating businesses and club vehicles. BEL1EVE Properties, LLC and The Donfather Whisky & Cigar Collection sit alongside investment activities. Governance remains within the Lucia family with no external succession vehicle disclosed.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
2500 (Altss estimate)
Location
Region
North America
Country
United States
City
San Diego
Corporate office
San Diego, CA, United States
Principals
Ray Lucia Sr.
Family Member
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Lucia Capital Group?
Joseph P. Lucia serves as President. Joseph J. Lucia holds the role of Chief Marketing Officer. Ray Lucia Jr. participates in client and club activities.
Where does the underlying wealth come from?
The Lucia family built the capital base through decades of advisory and brokerage enterprises started by Ray Lucia Sr.
Does Lucia Capital Group participate in fund commitments or only direct deals?
The firm deploys across fund of funds, hedge funds, private credit, and private equity alongside direct real-estate holdings.
What investment stages does Lucia Capital Group typically target?
Allocations span established hedge funds, private-equity funds, and income-producing real estate without a disclosed early-stage focus.
How is Lucia Capital Group related to San Diego Loyal Soccer Club?
The firm acted as official wealth-management partner for the 2023 season.
Does Lucia Capital Group maintain philanthropic structures?
Lucia Charitable operates as the family's philanthropic vehicle.
What club memberships support networking for the Lucia family?
Ray Lucia Jr. belongs to the San Diego Yacht Club and Rancho Bernardo Rotary Club. The family founded The Donfather Whisky & Cigar Club.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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