Jeffrey Lamarca
Marcellus Capital Management · Skaneateles, New York
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.
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Specialties
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 | $23.1M across 21 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 3116241 |
| Exams passed | Series 63 (2000) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.marcelluscapital.com |
| Profile |
How Jeffrey's firm compares
- Marcellus Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Marcellus Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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