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Stefan L

Series 65

Miami Beach, FL

Sunshine Kapital

Stefan Lingmert is a Series 65-licensed financial advisor with five years of industry experience. He currently operates Sunshine Kapital, an independent registered investment adviser founded in 2023. His prior roles include positions at Robin Capital Group LLC, T3 Trading Group, LLC, and Phoenix Investment Adviser. Sunshine Kapital provides discretionary portfolio management to individual and high-net-worth clients, creating customized investment policy statements based on client goals, time horizon, and risk tolerance. The firm employs a combination of cyclical and fundamental analysis, using both long- and short-term strategies, including options trading and a diverse range of asset classes.

Options & derivatives strategies Active portfolio management
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