Lucre Advisory LLC

Overview

Lucre Advisory LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm mixes portfolio management and financial planning with a practice of selecting outside advisers when specialized capacity is needed. Its fee model is a hybrid of percentage-of-AUM and fixed fees, which supports both ongoing portfolio relationships and standalone planning engagements. Investment activity is centered on publicly traded equities and pooled vehicles, with an expressed interest in ESG integration across client portfolios. The firm identifies as a capital allocator and will use third-party managers or advisers to implement strategies it does not run in-house. Services emphasize tailored advice for individuals and small business owners rather than institutional mandate management.

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Public Holdings

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Location & Offices