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Lucia Capital Group

Lucia Capital Group is an independent financial services firm.

Financial Services
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Headquarters
San Diego, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
51 to 200Source: RevenueBaseRetrieved October 13, 2026
Founded
2010Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
110 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Lucia Capital Group do?

The firm is headquartered in San Diego, California, and has offices and meeting locations nationwide. The firm uses a team-based approach to financial and retirement planning.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial planning

The firm provides financial and retirement planning through a team-based approach.

Source: LinkedIn company description · Retrieved October 13, 2026

Investment management

Strategic relationships with individuals and organizations increase the firm’s investment advisory and portfolio management offerings to clients.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWLucia Capital Group listed #1 on Elder care financial services, October 10, 2026Open the published source list.
Lucia Capital Group

#1 Elder care financial services

Snapshot: October 10, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 13, 2026, September 15, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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