LGA Capital

Broker-DealerFINRA Member
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 and appears to be an owner-led firm (owner type listed as individual). The firm’s public profile is minimal: it is classified as unclassified, does not identify itself as a capital allocator, and does not designate itself as an active ESG investor, pension consultant, related adviser, or multi-state adviser. Key items such as advisory activities, client base, fee structure and investment preferences are not disclosed in the available data, which limits visibility into how the firm positions itself or the client segments it targets.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth