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 has been SEC-registered since 2016. The firm is individually owned and is recorded in FINTRX with an “unclassified” adviser status. The profile shows it does not act as a capital allocator and is not flagged as a multi-state adviser, pension consultant, or related adviser. The data also indicates the firm is not identified as an active ESG investor. FINTRX does not include descriptive material on LGA Capital’s client types, fee schedules, specific advisory activities, or investment focus, so there is no public detail on its investment strategies or manager allocation preferences in the source dataset.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth