A complete list of active advisors currently associated with Lucerna Capital Management LLC

Warmer can help you find a great advisor at Lucerna Capital Management LLC or one who fits your needs even better.

Lucerna Capital Management LLC is a newly formed, state-registered California investment adviser that focuses on individuals and high-net-worth households, including technology professionals and clients with equity compensation. The firm offers ongoing portfolio management for individual accounts, stand-alone financial planning, and an integrated wealth-management engagement that combines continuous planning with discretionary investment management. The firm’s investment approach centers on a diversified, low‑cost core of index mutual funds and ETFs, with the option to implement tactical or active allocations and targeted strategies (including hedging or option strategies) to address concentrated employer stock and equity‑compensation issues. Lucerna conducts formal account reviews at least quarterly and makes financial planning available either as part of an ongoing managed relationship or as a separate engagement billed on fixed‑fee or hourly terms, with referrals to attorneys and tax professionals as needed. Noteworthy features disclosed in the brochure include an outside business activity in residential real‑estate brokerage by a managing partner, with the firm describing that affiliation, the potential conflict of interest, and that clients are under no obligation to use those services. The firm also states it does not advise private funds or charge performance‑based fees, recommends an independent custodian for custody and trade execution, and, as a newly registered adviser, currently reports no assets under management.

To learn more about the advisors currently working at Lucerna Capital Management 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.