A complete list of active advisors currently associated with Lamonge Capital Management, LLC
Warmer can help you find a great advisor at Lamonge Capital Management, LLC or one who fits your needs even better.
Lamonge Capital Management provides discretionary and non-discretionary investment management to individuals, high‑net‑worth individuals, and pension trusts, delivering portfolio construction, asset allocation, and ongoing monitoring across mutual funds, fixed income, equities, ETFs, real estate funds (including REITs) and options-based strategies. The firm documents each client’s objectives and constraints in an investment policy statement and executes client trades through a qualified custodian. The firm’s investment approach integrates charting, fundamental, and technical analysis and employs long‑term trading alongside options strategies such as covered‑call writing and the purchase of puts for portfolio hedging. Accounts are reviewed regularly (at least monthly) and clients receive quarterly custodian statements and written fee calculations. Notably, the firm’s principal holds active insurance and real estate licenses and may, from time to time, offer commissionable insurance or real estate products to clients; the brochure discloses this and identifies the potential conflict of interest. The practice also serves pension/profit‑sharing plan clients and explicitly uses REITs and options hedging in managed portfolios, features that are less common among similar independent advisers.
To learn more about the advisors currently working at Lamonge Capital Management, LLC, 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 |
|---|---|---|
Naples, FL
| 21
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")