A complete list of active advisors currently associated with Lucrum Capital Advisors
Warmer can help you find a great advisor at Lucrum Capital Advisors or one who fits your needs even better.
Lucrum Capital Advisors is a state-registered investment advisor that provides asset management and advisory services focused on alternative investments, with an emphasis on private real estate–related securities and private funds. The firm targets institutional-style relationships and family-office or high-net-worth clients that seek asset-level underwriting, acquisitions support, and ongoing portfolio monitoring of alternative assets. Its investment approach centers on asset-level and portfolio-level analysis, using fundamental and technical inputs, third‑party valuation practices for illiquid holdings, and the potential use of private pooled vehicles or limited partnerships as part of client solutions. In addition to percentage-of-AUM programs common in the industry, the firm also offers financial planning and consulting under hourly, fixed or ongoing flat arrangements and may enter performance-fee arrangements for qualified clients. Notable for a firm of its size, Lucrum Capital Advisors has multiple affiliated operating entities in the real estate and capital markets ecosystem — including affiliated real estate brokerages, title/escrow services, and an affiliated broker‑dealer — and its advisers engage in insurance and brokerage activities that can generate commission or placement compensation. The brochure discloses these overlapping activities, the firm’s intent that an affiliated manager may sponsor pooled real‑estate vehicles in the future, and the firm’s stated procedures for disclosing and mitigating the resulting conflicts of interest.
To learn more about the advisors currently working at Lucrum Capital Advisors, 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 |
|---|---|---|
McLean, VA
| 3
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)