Dating back to 1934
Our story dates way back to 1934….when our founders were first helping clients while employed at a traditional brokerage firm in central New Jersey. While they loved the work, they didn’t like the Wall Street focus on putting profits ahead of client goals. They always imagined what it would be like to simply help clients achieve their goals, without a focus on profits.
Our founders created Lucas Capital Management with that vision. Today, Lucas Capital is an independent, privately-owned registered investment advisory firm based in Red Bank, New Jersey.
Many of our early clients are still with us today, decades later, as well as many long-standing staff members.
Since that time, the market has changed dramatically. But at Lucas Capital, our values haven’t changed:
- We are not just an investment manager; we act as your consultant and problem solver to help you make important financial decisions.
- We act as your fiduciary 100% of the time.
- We treat our clients like family.
- Our goal is always to save you time and make your life easier.
Supporting the community is a core business principle. For example, Lucas Capital is a long-time partner with the Community Foundation of New Jersey, an organization that shares common core values and helps streamline your charitable giving. This relationship allows us to assist with the implementation and the use of Donor Advised Funds. These funds help our clients meet their charitable-giving objectives with a tax-efficient strategy.
This fits well with our mission since it can also help make charitable giving a family activity. It’s a great way to help your children become more involved in both financial and charitable pursuits.
With our long history, this is truly more than a company…it is a family to us.
Does our local, client-centered business model work? We believe our continued growth and long-term success with our clients speaks for itself.
We’d value the opportunity to serve your family, too.
Learn more about Who We Serve.