Lucas Mansberger
Breakwater Capital · Kalamazoo, Michigan
Lucas Mansberger is a fee-only financial advisor at Breakwater Capital in Kalamazoo, Michigan, who holds the CFP and CFA credentials. Lucas focuses on sustainable & impact investing, estate & legacy planning and tax planning. Breakwater Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Breakwater Capital |
|---|---|
| Based in | Kalamazoo, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $156.6M across 466 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MI · CRD 7623920 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.breakwater.capital |
| Profile |
How Lucas's firm compares
- Breakwater Capital's average account is about $336,000, from its Form ADV (assets managed divided by 466 accounts).
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Questions about Lucas
Is Lucas Mansberger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucas holds no broker registration, and Breakwater Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucas charge for financial advice?
Lucas's firm, Breakwater Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lucas Mansberger based?
Lucas Mansberger is based in Kalamazoo, Michigan.
What does Lucas specialize in?
Lucas's specialties include sustainable & impact investing, estate & legacy planning and tax planning. Lucas works with retirees and pre-retirees.
What credentials does Lucas Mansberger hold?
Lucas Mansberger holds the CFP and CFA credentials.
Is Lucas Mansberger registered with the SEC?
Yes. Lucas Mansberger is registered as an investment adviser representative in MI (CRD 7623920), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Breakwater Capital manage?
Breakwater Capital reports $156.6M across 466 accounts in assets under management.
How do I contact Lucas Mansberger?
Through Lucas's website, www.breakwater.capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Breakwater Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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