Lamberson Capital LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
282040
Registered since
March 23, 2016

Firm profile

FINTRX

Overview

Lamberson Capital LLC is organized as a limited liability company and is SEC-registered with an initial registration year of 2016. Public filings identify the owner type as a domestic entity and individual, and the firm is classified as unclassified in the available summary data. The record indicates Lamberson Capital is not a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Available disclosures omit several standard details: client types, fee schedules, stated business or advisory activities, and affiliations are not provided in the source material. That limited public profile makes it difficult to draw conclusions about the firm’s target client segments, pricing model, or day-to-day advisory focus.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Kenneth

    Chief Financial OfficerCRD 1855544

  • Whitney Peluse

    Whitney Peluse

    Chief Administrative OfficerCRD 5147906

Contacts

3 of 8
  • Colby Lamberson

    TraderCRD 2805789

  • Amanda Marroquin

    Amanda Marroquin

    AccountantCRD 5195369

  • Robert Gohsman

    Robert Gohsman

    TraderCRD 5880698

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
71 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth