A complete list of active advisors currently associated with Lightcap Financial Group, LLC
Warmer can help you find a great advisor at Lightcap Financial Group, LLC or one who fits your needs even better.
Lightcap Financial Group is a small, recently formed registered investment adviser that serves individuals (including high‑net‑worth clients), trusts and estates, and business and retirement‑plan sponsors. Its brochure describes a suite of services—asset management, comprehensive portfolio management, standalone financial planning and employer retirement plan consulting—reflecting the standard mix of client‑facing offerings for firms in this category. The firm provides individualized, discretionary portfolio management with ongoing monitoring and rebalancing and employs a range of analytic approaches (fundamental, technical, quantitative and sector analysis) across instruments such as ETFs, mutual funds, individual equities, fixed income and alternative investments. For employer clients it offers retirement plan consulting and assistance with investment policy and plan monitoring, acknowledging potential ERISA fiduciary responsibilities where appointed. Distinctive elements disclosed in the brochure include the firm’s registration as an insurance producer operating under the d/b/a Lightcap Insurance Services and the fact that its representatives act as insurance agents/brokers—an additional activity the firm identifies as a potential conflict of interest. The firm also recently added proxy‑voting capability and reports managing about $18.7 million in discretionary assets since its 2025 inception, combining institutional plan work and insurance activities in a way that is less common among similarly sized advisers.
To learn more about the advisors currently working at Lightcap Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 0
| |
San Diego, CA
| 6
|
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