15 Equity

Ryan Lowe is a CFA® charterholder with 21 years of industry experience. He has been with 15 Equity since 2020 and concurrently associated with Lucia Wealth Services since 2014. Outside of his advisory roles, he is a member of Montecito Venture Partners, an investment partnership. 15 Equity provides discretionary and non-discretionary asset management to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. The firm employs a focused equity strategy and custom fixed-income portfolios, serving both clients directly and independent advisers through separately managed accounts and an automated investment platform.

Christopher Mendoza is a financial advisor at 15 Equity with 18 years of industry experience and holds a Series 65 designation. He has held roles at 15 Equity since 2021 and has prior experience at Factor Technologies Inc. and Graham Investment Management Inc. Outside of his advisory work, Mendoza is a director at the Jing Institute, a Chinese cultural center focused on language and culture education, and serves as vice president and co-owner of Vx Logistics, a freight shipping and trucking company. 15 Equity provides discretionary and non-discretionary asset management to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners through its Private Client Program. The firm employs a fundamental analysis approach with a concentrated equity strategy and custom fixed-income portfolios tailored to client needs, and it supports independent advisers with model strategy distribution and platform services.

Lance Helfert is a financial advisor at 15 Equity with 10 years of industry experience and holds a Series 65 designation. He has worked at 15 Equity since 2020 and is also affiliated with Lucia Wealth Services. Outside of advisory roles, he is involved as a member of Montecito Venture Partners, LLC and Twenty2 LLC, and serves as a trustee for two family trusts. 15 Equity provides discretionary and non-discretionary asset management to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. The firm employs a fundamental analysis-based investment process with a focused equity strategy and custom fixed-income portfolios, and it supports independent advisers through model strategy distribution and platform services.