# Jeffrey Lamarca

> Jeffrey Lamarca is a fee-only financial advisor at Marcellus Capital Management in Skaneateles, New York, who holds the CFA credential. Jeffrey focuses on retirement planning, estate & legacy planning and tax planning. Marcellus Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-lamarca/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Marcellus Capital Management
- **Based in:** Skaneateles, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $23.1M across 21 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 3116241 (https://adviserinfo.sec.gov/individual/summary/3116241)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2000), Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.marcelluscapital.com

## Frequently asked questions

### Is Jeffrey Lamarca a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Marcellus Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Marcellus Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Jeffrey Lamarca based?

Jeffrey Lamarca is based in Skaneateles, New York.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### What credentials does Jeffrey Lamarca hold?

Jeffrey Lamarca holds the CFA credential.

### Is Jeffrey Lamarca registered with the SEC?

Yes. Jeffrey Lamarca is registered as an investment adviser representative in NY (CRD 3116241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marcellus Capital Management manage?

Marcellus Capital Management reports $23.1M across 21 accounts in assets under management.

### How do I contact Jeffrey Lamarca?

Through Jeffrey's website, www.marcelluscapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3116241): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.marcelluscapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.