A complete list of active advisors currently associated with Lanmar Capital Management

Warmer can help you find a great advisor at Lanmar Capital Management or one who fits your needs even better.

Lanmar Capital Management provides discretionary, custom portfolio management to individuals, trusts, estates, charitable organizations and business entities. The firm emphasizes tactical allocation and may implement strategies using exchange-listed equities as well as options and futures; it does not participate in wrap-fee programs. The adviser combines a growth-stock selection framework based on the CANSLIM methodology with proprietary entry criteria and system-based position sizing, applying both fundamental and technical analysis to identify market leaders and small‑ to mid‑cap opportunities. Portfolios are actively managed with reallocation into noncorrelated assets, use of cash as a hedge, and the ability to employ derivatives, margin and short-selling as part of its risk‑management and trading toolkit. Notable operational features include flexible compensation arrangements—asset‑based management, negotiated fixed fees, and performance‑based fee agreements for qualified clients that include contractual hurdle, high‑water‑mark and look‑back provisions—which is uncommon among peers. The firm also limits account acceptance when client‑imposed investment restrictions are incompatible with its strategies, maintains custody only for authorized fee deductions, and does not vote client proxies.

To learn more about the advisors currently working at Lanmar 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.