L
Lamonge Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,187,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
27
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$414,333
About
Lamonge Capital Management provides discretionary and non-discretionary investment management to individuals, high‑net‑worth individuals, and pension trusts, delivering portfolio construction, asset allocation, and ongoing monitoring across mutual funds, fixed income, equities, ETFs, real estate funds (including REITs) and options-based strategies. The firm documents each client’s objectives and constraints in an investment policy statement and executes client trades through a qualified custodian.
The firm’s investment approach integrates charting, fundamental, and technical analysis and employs long‑term trading alongside options strategies such as covered‑call writing and the purchase of puts for portfolio hedging. Accounts are reviewed regularly (at least monthly) and clients receive quarterly custodian statements and written fee calculations.
Notably, the firm’s principal holds active insurance and real estate licenses and may, from time to time, offer commissionable insurance or real estate products to clients; the brochure discloses this and identifies the potential conflict of interest. The practice also serves pension/profit‑sharing plan clients and explicitly uses REITs and options hedging in managed portfolios, features that are less common among similar independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$1 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.60% $2,000,000+: 0.40%
Main office location
Lamonge Capital Management, LLC
Naples FL, United States
Number of offices
1
Most active in
Lamonge Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Forms ADV
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