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LIGHTCAP FINANCIAL GROUP, LLC
CRD 334873 · SEC 801-132050
2869 HISTORIC DECATUR RD., SAN DIEGO, CA, 92106, United States
Phone
858-402-0993
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.7M
Discretionary AUM
$18.7M
Team
7 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $3.8M |
| High net worth individuals | 35 | $14.9M |
All web addresses on file
Official SEC filing: View on IAPD