Lucrum Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
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.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Real estate investing
Business exit / sale strategy
Fee options
Fixed fees for financial planning and consulting services up to $75,000; ongoing flat fees up to $75,000
0% - 2.00% annually, negotiable
Certain Investment Advisor Representatives may receive commissions as registered representatives of affiliated broker-dealer; commissions vary per transaction
$500 per hour for financial planning and consulting, negotiable
20% of gains over highwater mark for qualified clients (minimum $1,000,000 under management or $2,000,000 net worth), paid annually, negotiable
Fee-only: Hourly financial planning fee: $500 per hour; Fixed fee for financial planning and consulting: up to $75,000; Ongoing flat fee up to $75,000
Main office location
Lucrum Capital Advisors
1750 Tysons Blvd, Suite 1500
Mclean VA 22102, United States
Number of offices
2
Most active in
Lucrum Capital Advisors has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Forms ADV
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