LGA Capital

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Rockville, Maryland
CRD number
282415
Registered since
June 29, 2016

Firm profile

FINTRX

Overview

LGA Capital is organized as a limited liability company that registered with the SEC in 2016. Ownership is listed as an individual owner and the firm is classified in FINTRX as "Unclassified," with few public details about its advisory model or client segmentation. The firm does not report itself as a capital allocator and is not identified as an active ESG investor. FINTRX data provides limited descriptive material about LGA Capital’s business activities, advisory services, fee schedule or client types. The profile flags the firm as single-state in FINTRX (not a multi-state adviser), not a pension consultant, not a related adviser, and not newly formed, but otherwise leaves core operational and mandate details unspecified.

Assets & Accounts

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

Contacts

3 of 4
  • Marlon Bevaun

    Marlon Bevaun

    FinOpCRD 6259795

  • Jason Gerstein

    Jason Gerstein

    Managing Principal, FounderCRD 6595909

  • Luis Goberna

    PrincipalCRD 7152621

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rockville, MD

Montgomery

Location

Rockville, MD

Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
6110 Executive Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth