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 is registered with the SEC since 2016. Public disclosures identify the firm as individually owned and classify it as unclassified for advisory activity. Available data characterizes LGA Capital as a small, lightly documented adviser: it is not listed as a capital allocator, is not marked as an active ESG investor, and does not indicate multi-state advisory status, pension consulting, or affiliation with a related adviser. The firm’s public profile contains limited information about its investment focus, client types, fee schedules, or day-to-day advisory activities. That sparse disclosure suggests a low public footprint or minimal reporting activity relative to larger RIAs.

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

Contacts

3 of 4
  • Marlon Bevaun

    Marlon Bevaun

    FinOpCRD 6259795

  • Jason Gerstein

    Jason Gerstein

    Managing Principal, FounderCRD 6595909

  • Luis Goberna

    PrincipalCRD 7152621

Unlock 1 more contacts

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