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Lightcap Financial Group, LLC

Lightcap Financial Group, LLC. CRD 334873

L

CRD: 334873

Lightcap Financial Group, LLC

SAN Diego, CA, 92106
8584020993
www.lightcapfinancial.com
$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
7 Employees
74 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail
Platforms
Prime foundation
Established Date
02-01-2025
Office Locations
1

Office Locations

2869 Historic Decatur Rd. SAN Diego CA

About Lightcap Financial Group, LLC

Lightcap Financial Group is an independent advisory firm providing investment management and holistic financial planning, including retirement, tax, estate & trust, insurance/annuity, business, and education planning. The team focuses on tax-efficient strategies aligned with client goals and values and primarily serves retirees, business owners, and families, with Charles Schwab highlighted as a featured platform partner.

Team overview

31 AVG AGE
$9.3M AVG AUM / ADVISOR
$252.5K AVG AUM / CLIENT
1.1 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Accredited Investors

Ridge

Asset Classes

Summit Prime north Foundation Timber matrix Summit Focus Peak timber

Client Personas

Atlas Glacier Horizon

Custodian

Wave North Frontier Zenith ember Capital Unison bridge Legacy Matrix Eagle crest Vital crest Legacy foundation Beacon matrix Catalyst Vital fusion

Investment Themes

Insight capital Alpha north Pioneer Vertex

Investment Vehicles

Timber Momentum wave

Platform

Crest element

Services

Wave insight Horizon Ridge radial Value prime Oak frontier Frontier oak Ember glacier Value radial Value Momentum

Technology

Optima

Owner & Executives

J

JOSHUA EARL LIGHTCAP

Chief Compliance Officer, Managing Partner

CRD
#7096621
Ownership
50% but less than 75%
(802) 422-2934
timber.alpha@crestcapital.com
in linkedin.com/in/capital-wave
E

ERIN NAOMI LIGHTCAP

PARTNER

CRD
--
Ownership
25% but less than 50%
(469) 875-8211
frontier.horizon@focuscapital.com
in linkedin.com/in/crest-pathway
E

Eagle signal

Capital insight

CRD
#79490
Ownership
40.6%
(466) 833-7581
capital.delta@capitalcapital.com
in linkedin.com/in/harbor-summit

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Contacts

T

Tyler Birch

--

CRD
#8189047
(365) 432-6087
frontier.legacy@northcapital.com
in linkedin.com/in/harbor-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-18-2025
Category Assets AVG. Account size
Discretionary $18,683,958 $85,948
Non-Discretionary $0 --
Total $18,683,958 $85,948

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Separately Managed Accounts

Total SMA Asset: $18,683,958

$18.7M Total SMA
Public Funds:
18.3%
Equity - Exchange:
14.8%
Cash:
23.2%
Equity - OTC:
15.1%
Municipal Bonds:
28.6%
Asset class Assets Assets %
Public Funds $761,347,279 18.3%
Equity - Exchange $615,734,411 14.8%
Cash $965,205,293 23.2%
Equity - OTC $628,215,514 15.1%
Municipal Bonds $1,189,865,146 28.6%
Total $4,160,367,643 100.0%

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