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 has been SEC-registered since 2016. The firm is listed as owned by a domestic entity and an individual and is categorized as "Unclassified" in the available profile data. The advisor is not identified as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. It also shows no designation as a pension consultant or as a related adviser to another firm. Available records include very limited operational detail: no business activities, advisory activities, or client-base descriptions were provided in the source material. That absence of disclosure constrains a clearer read on the firm's positioning, clientele, or service model.

Assets & Accounts

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
  • WHITNEY PELUSE

    Chief Administrative OfficerCRD 5147906

  • DAVID KENNETH

    Chief Financial OfficerCRD 1855544

Contacts

3 of 8
  • COLBY LAMBERSON

    TraderCRD 2805789

  • BRIAN WEBER

    Service and Trade ManagerCRD 6163873

  • RICHARD SEMRAU

    TraderCRD 6539654

Unlock 5 more contacts

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