A complete list of active advisors currently associated with Lambert Capital Management
Warmer can help you find a great advisor at Lambert Capital Management or one who fits your needs even better.
The firm provides discretionary portfolio management and investment advice primarily to individual clients, charging fees based on a percentage of assets under management; the practice operates as a single-advisor registered investment adviser with roughly $4.16 million in AUM and a very small client roster. Services focus on tailored portfolio management for individuals rather than institutional mandates. Advisory oversight and client service are provided directly by the firm’s principal, who brings multi-decade industry experience including prior work as a registered representative and holds securities exams. The brochure indicates a hands-on, personalized approach consistent with the firm’s small scale, and notes the principal also serves as the firm’s chief compliance officer with no internal supervisory staff beyond the firm’s code of ethics. The firm discloses several atypical outside activities: a sole proprietorship in entertainment and talent management, a private equity vehicle that invests the principals’ own capital in growth companies, and a charitable foundation supporting performing arts in local schools. The brochure states clients are not solicited to participate in the private equity activities, reports no material disciplinary history, and indicates the principal does not receive additional outside compensation.
To learn more about the advisors currently working at Lambert Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Barbara, CA
| 7
|
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