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 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.

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
Jon Lamonge	Naples, FL	21

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