Lamonge Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,945,000
Clients
30
Advisors
1
of 1 employees
About
Lamonge Capital Management LLC provides ongoing portfolio management services to individuals, high‑net‑worth clients, and pension trusts. The firm manages diversified portfolios using mutual funds, fixed income, equities, ETFs, real estate funds (including REITs) and may implement options strategies such as covered call writing and protective puts on both discretionary and non‑discretionary accounts.
The adviser documents each client’s goals and risk tolerance in a written investment policy statement and uses charting, fundamental, and technical analysis to inform long‑term trading and options/hedging decisions. It operates under a fiduciary standard and states a policy of seeking fair and equitable allocation of investment opportunities across client accounts.
Distinctive aspects noted in the brochure include that the firm’s principal is licensed as a real estate associate and an insurance agent and may, at times, offer commissionable insurance and real‑estate products to clients — a potential conflict of interest that the firm discloses. The adviser also reports serving pension/profit‑sharing clients and having an ownership interest in an unrelated excavating and drilling business for fiber‑optic installation, features that are atypical among similar solo independent advisers.
Client services
Expertise
Fee options
$1 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.60% $2,000,000+: 0.40%
Main office
Naples FL
Advisors at this office
1
Most active in
Florida · Ohio
Also doing business as
Lamonge Capital Management · Lamonge Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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