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

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Lasure Capital Management, Ltd. provides fee-only investment management and portfolio counseling to a small, diversified client base that includes individuals, families, foundations, endowments, IRA rollovers and institutions. The firm manages roughly $8.0 million on a discretionary basis and focuses on tailoring portfolios to each client’s objectives rather than offering standalone financial planning. The firm combines a top-down quantitative framework with bottom-up fundamental analysis: a proprietary model screens a broad equity universe and narrows candidates to a concentrated set of holdings, with modest rebalancing driven by macro forecasts (EPS growth, interest rates, inflation) and deliberate sector tilts versus relevant benchmarks. Portfolios may include individual stocks, bonds, mutual funds and ETFs, use laddered maturities for fixed income, and explicitly exclude certain instruments such as warrants, options, futures and limited partnerships. Lasure disclosed a consent order with the Pennsylvania Department of Banking and Securities in February 2025 concerning the firm’s prior use of leveraged exchange-traded funds; the firm agreed to cease investing client assets in LETFs and inverse/leveraged ETPs and paid an administrative assessment. Founded in 1997, the firm emphasizes experienced, degreed investment personnel and operates with a small, discretionary client base using its proprietary quantitative/fundamental investment process.

To learn more about the advisors currently working at Lasure 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.