Rhoads Lucca Capital
Encyclopedia
Rhoads Lucca Capital is an independent registered investment advisor based in Dallas, Texas. Founded by John Rhoads in 1980, the company is one of the oldest continuously operating financial planning firms in the United States. Since the early 1990s Rhoads Lucca has been a noted proponent of active investment management and the fee-only financial advising business model.
David Lucca
joined the company in 1988 as a vice president. Shortly after joining the company Lucca became instrumental in transitioning the firm from commission-based to a fee-only structure. This also included transitioning the firm from financial planning to a new focus on investment management. Each of the firm's investment models is built using a complete strategy that includes both an offensive and defensive component.
In 1996 Lucca and Ricky Grunden were promoted to full Partner and the company was renamed Rhoads Grunden Lucca Capital Management. Grunden left the company some time later and was dropped from the company name. Another Partner, Peter Mauthe, served with the company for several years before leaving in 2010.
The firm has offices in Dallas and Lancaster
, Pennsylvania
.
Autopilot program specifically geared towards commercial airline pilots. As of February 2011 401k Autopilot services are offered to pilots with Delta Air Lines
, US Airways
and FedEx Express.
History
Rhoads Lucca Capital was founded by John Rhoads, a Dallas-based insurance agent and financial planner, as Dallas/Rhoads/Associates. The firm was a branch office for Walnut Street Securities, with Rhoads serving as branch manager until the firm became a fee-only money management firm. Unlike most financial advisors, the firm has a nationwide clientele.David Lucca
David Lucca
David A. Lucca is an American businessman and registered investment advisor. Lucca has been Partner with the Dallas, Texas-based independent investment advisors Rhoads Lucca Capital since 1996...
joined the company in 1988 as a vice president. Shortly after joining the company Lucca became instrumental in transitioning the firm from commission-based to a fee-only structure. This also included transitioning the firm from financial planning to a new focus on investment management. Each of the firm's investment models is built using a complete strategy that includes both an offensive and defensive component.
In 1996 Lucca and Ricky Grunden were promoted to full Partner and the company was renamed Rhoads Grunden Lucca Capital Management. Grunden left the company some time later and was dropped from the company name. Another Partner, Peter Mauthe, served with the company for several years before leaving in 2010.
The firm has offices in Dallas and Lancaster
Lancaster, Pennsylvania
Lancaster is a city in the south-central part of the Commonwealth of Pennsylvania. It is the county seat of Lancaster County and one of the older inland cities in the United States, . With a population of 59,322, it ranks eighth in population among Pennsylvania's cities...
, Pennsylvania
Pennsylvania
The Commonwealth of Pennsylvania is a U.S. state that is located in the Northeastern and Mid-Atlantic regions of the United States. The state borders Delaware and Maryland to the south, West Virginia to the southwest, Ohio to the west, New York and Ontario, Canada, to the north, and New Jersey to...
.
Services
In addition to fee-only investment management and retirement services, Rhoads Lucca Capital offers the 401k401(k)
A 401 is a type of retirement savings account in the United States, which takes its name from subsection of the Internal Revenue Code . A contributor can begin to withdraw funds after reaching the age of 59 1/2 years...
Autopilot program specifically geared towards commercial airline pilots. As of February 2011 401k Autopilot services are offered to pilots with Delta Air Lines
Delta Air Lines
Delta Air Lines, Inc. is a major airline based in the United States and headquartered in Atlanta, Georgia. The airline operates an extensive domestic and international network serving all continents except Antarctica. Delta and its subsidiaries operate over 4,000 flights every day...
, US Airways
US Airways
US Airways, Inc. is a major airline based in the U.S. city of Tempe, Arizona. The airline is an operating unit of US Airways Group and is the sixth largest airline by traffic and eighth largest by market value in the country....
and FedEx Express.