Jonathon Lovingood
Advisor at Shell Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Shell Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, GA
Credentials
Series 65
Industry experience
2 years
Jonathon Lovingood is a financial advisor at Shell Capital Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Potomac, Trademark Capital Management INC, and Relativity Capital Advisors, as well as academic appointments at the University of Georgia and the University of North Georgia. Shell Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension, and charitable accounts using quantitative, rules-based investment strategies focused on directional price trends and active risk management. The firm operates both as a wrap-fee sponsor and a model manager, offering customization tools and serving clients with formal account minimums.
Based on Shell Capital Management, LLC
$0 - $250,000: 2.50% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.30% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Account minimum: $1,000,000 Fee-only: Wrap-fee program including portfolio management, trading, and custody in a single fee
Athens, GA
Georgia
Shell Capital Management LLC
2025 - Present (1 year)
Potomac
2024 - 2025 (1 year)
Trademark Capital Management INC
2022 - 2024 (2 years)
Relativity Capital Advisors
2021 - 2022 (1 year)
University of Georgia
2020 - 2022 (2 years)
University of North Georgia
2018 - 2020 (2 years)
Student
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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