Joshua Lightcap
Joshua Lightcap is a CFP-designated registered investment advisor at Lightcap Financial Group, LLC, based in San Diego, CA, with 6 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 71 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lightcap Financial Group offers two investment management services:
- Asset Management: The maximum annual fee is 1.20% of the value of your investments.
- Comprehensive Portfolio Management: The maximum annual fee is 1.20% of the value of your investments. This service includes both asset management and financial planning.
Fees are negotiable and deducted from your account monthly.
Location
2869 Historic Decatur Rd., San Diego, CA, 92106
Get directionsHistory
Regulatory History (2)
Investigation
May 2025Employment Separation After Allegations
January 2025Employment History
Current Registrations
Lightcap Financial Group, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.