LUCHINI FINANCIAL LLC

Overview

Luchini Financial LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm is owner-operated and charges a combination of percentage-of-AUM and fixed fees. Its practice is equity-focused, favoring exchange-traded securities as the primary implementation vehicle and managing relatively concentrated, liquid portfolios rather than pursuing a broad multi-asset mandate. Luchini Financial LLC is not positioned as an ESG-first manager, does not operate as a multi-state adviser, and does not identify as a capital allocator to proprietary private funds. Advisory activity centers on personalized planning and portfolio oversight for individuals and small businesses. Given its client base and fee structure, the firm appears oriented toward hands-on relationship management and tailored account-level decisions rather than large-scale institutional strategies.

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Location & Offices