Robert Lang
Advisor at Aztec Capital LLC
Updated today
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.
About
Robert Lang is the sole advisor at Aztec Capital LLC in Arlington, MA, holding a Series 65 credential with 12 years of industry experience. He has been involved with TheStreet.com and RealMoneyPro.com since 2012 and operates Explosiveoptions.net, an educational service for option traders that includes a chat room and spread trading service. Aztec Capital serves individual clients, small businesses, institutions, and charitable organizations through discretionary portfolio management and tailored investment strategies. The firm’s approach focuses on equity options and related derivatives, employing techniques such as premium selling, calls and puts buying, and hedging, with frequent use of technical analysis and active account monitoring.
Fee options
$0+: 2% (negotiable and may be waived) $0+: 1.0% (for non-performance based clients)
20% of profits (performance fee), paid quarterly or semi-annually, subject to high watermark and client qualification (minimum $1 million assets and accredited client)
Subscription fees for explosiveoptions.net service (monthly/annually); not advisory clients
Account minimum: $75,000 (may be waived by advisor)
Location
Arlington, MA
Most active in
Robert L has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
THESTREET.COM
2014 - Present (12 years)
THESTREET.COM, REALMONEYPRO.COM
2012 - Present (14 years)
Explosiveoptions.net
2011 - Present (15 years)
Aztec Capital, LLC
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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