About Us

The attention you need to achieve your goals

At Lucas Capital, we’re serious about providing you with great service.  In fact, our entire organization is structured around it.

From the first time you call, you’ll see the difference:

  • A real person answers the phone and is ready to help you
  • Your investments are managed in-house and not outsourced to a 3rd party
  • We help you with all your financial questions and needs, not just your investments
  • We’re constantly looking out for your blind spots to better manage your risk
  • Our family office-style services ensure that you get the comprehensive, coordinated services you need

Big firms may say that they offer this type of truly personalized service, but they rarely can.  Why not?  Because they are usually driven by profits and the commissions they make on what they are selling to you.  So efficiency and profits usually drive their structure….not your needs.

Lucas Capital was founded to provide you with a better option.

About Lucas Capital

We’re a completely independent Registered Investment Advisory firm.

We’re owner-operated, so we care deeply that you receive the best service possible.

We act as your fiduciary at all times, not just part of the time.  That means we are held to a legal standard to always put your interests first.

We’re completely fee-only, meaning we only get paid by you, our client, through fees.  This is the same way you pay your lawyer and accountant and that avoids any conflict of interest.

We don’t accept commissions or other indirect compensation.  That means our loyalty is only to you.

Our low client to advisor ratio means you get the specialized attention you need.

Six Decades of Experience

With big firms, you may work with a “relationship manager”.  In reality, that person may have more sales skills than actual financial experience.

At Lucas, you will get a totally different experience.

We are not salespeople.

We are accomplished professionals who act as your consultants and problem solvers.

We’re well-equipped to help business owners and executives work through very complex issues.

We Roll Up Our Sleeves

Complex problems frequently require intensive efforts to evaluate options and determine your best course of action.  No matter your situation, our team is ready to roll up our sleeves and get to work.  With over 60 years of experience, we’re confident we can help you effectively deal with the financial opportunities and obstacles that you’ll experience.

Insight and Perspective

Our principals have a wide and deep financial experience that gives us a unique perspective on financial strategies, investments, and markets. From the boardroom in a Fortune 100 company to managing a $3 billion pension plan, heading worldwide trading desks to managing family-owned and run businesses, we offer you deep practical knowledge.  And when you call, you have direct access to that level of expertise…whenever you need it.

With over 60 years of experience, we’re confident we can help you effectively deal with the financial opportunities and obstacles that you’ll experience.

Download Our Complimentary eBook Today!

When you’ve accumulated significant assets, you may have the money to fund your goals, but if you don’t have plans in place, everyday life might get in the way of achieving your real dreams.