LGA Capital

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Rockville, Maryland
CRD number
282415
Registered since
June 29, 2016

Firm profile

FINTRX

Overview

LGA Capital is organized as a limited liability company and was first registered with the SEC in 2016. Ownership is held by an individual rather than a corporate parent. Public disclosures are sparse: the firm is classified as unclassified in filings and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The limited set of attributes reported suggests a relatively small or low-profile advisory presence with minimal public-facing detail about services, fee structure, or client segmentation.

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

1 of 1
  • Marlon Bevaun

    Marlon Bevaun

    Chief Financial OfficerCRD 6259795

Contacts

3 of 3
  • Luis Goberna

    PrincipalCRD 7152621

  • James Richter

    James Richter

    AnalystCRD 7365456

  • Jason Gerstein

    Jason Gerstein

    Managing Principal, FounderCRD 6595909

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rockville, MD

Montgomery

Location

Rockville, MD

Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
6110 Executive Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth