John Lombardo
Rival Capital Management · Southlake, Texas
John Lombardo is a fee-only financial advisor at Rival Capital Management in Southlake, Texas. Rival Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rival Capital Management |
|---|---|
| Based in | Southlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3M across 10 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2629733 |
| Exams passed | Series 63 (1997) · Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rivalcapitalmanagement.com |
| Profile |
How John's firm compares
- Rival Capital Management's average account is about $300,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about John
Is John Lombardo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Rival Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Rival Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Lombardo based?
John Lombardo is based in Southlake, Texas.
Is John Lombardo registered with the SEC?
Yes. John Lombardo is registered as an investment adviser representative in TX and VA (CRD 2629733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rival Capital Management manage?
Rival Capital Management reports $3M across 10 accounts in assets under management.
How do I contact John Lombardo?
Through John's website, www.rivalcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Southlake
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
- 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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