Lambert Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,265,442
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$213,272
About
The firm provides investment advisory services to individuals and high‑net‑worth individuals through tailored asset management accounts that may include stocks, bonds, ETFs, options, mutual funds and other public and private securities. Portfolios are designed to match client objectives and are continuously monitored and rebalanced as needed.
Investment decisions are driven by an asset‑allocation framework that emphasizes three steps—setting an asset mix, security selection, and ongoing rebalancing—anchored in modern portfolio theory. The firm notes a large mutual fund screening capability (over 25,000 funds screened on more than 100 variables), a preference for primarily no‑load mutual funds, and active use of cash positioning to temper portfolio volatility.
Distinctive features include the principal’s multiple outside business activities—entertainment and talent management, a nonprofit supporting performing arts, a private special‑situations LLC that invests the firm’s principals’ capital, and a separate lending business—and a disclosed allocation of time to those ventures, which may affect availability or present potential conflicts to discuss. The brochure also discloses the firm no longer maintains a public website and that it received pandemic relief funding through the SBA program, items that are less common among peers.
Client services
Fee options
$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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