Lamplighter Capital Management

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$180K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
155066
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI77.83%
  • Individuals22.17%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Lamplighter Capital Management is a small, equity-focused advisory firm organized as a limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm’s stated client base is individual and family investors and its fee arrangement combines a percentage-of-AUM charge with performance-based fees. Investment activity is concentrated in liquid, publicly traded securities—primarily exchange-traded equities and ETFs—rather than broad allocations to third‑party alternative managers. Lamplighter does not position itself as an ESG-driven or multi-state advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 5%, US Government Bonds 2%, Non-Exchange Traded Equities 1%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents5%
  • US Government Bonds2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Matthew Hennessy

    Matthew Hennessy

    President and Chief Investment OfficerCRD 4408292

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth