Lamonge Capital Management, LLC
RIASEC Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$221K
Accounts
61
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 151845
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.96%
- Individuals25.93%
- Pension & Profit Sharing Plans4.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lamonge Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that provides fee‑based wealth management to individuals and families. The firm focuses on financial planning and discretionary portfolio management for individual clients and small businesses, charging a percentage of assets under management. It does not position itself as a multi-state adviser, an ESG specialist, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Non-Exchange Traded Equities30%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Jon Lamonge
PresidentCRD 2533020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations