Laguna Capital Management, Inc.

Overview

Laguna Capital Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm works with both individual and family clients as well as institutional relationships, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Stated advisory services cover financial planning and portfolio management for individuals, small businesses, and institutions, and the firm also lists pension consulting among its advisory activities. The firm is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser. Its operational profile indicates a traditional RIA model focused on discretionary portfolio management alongside fee-for-service planning and consulting work.

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Public Holdings

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Location & Offices