# Jon Lamonge

> Jon Lamonge is a fee-only financial advisor at Lamonge Capital Management in Naples, Florida. Lamonge Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jon-lamonge/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lamonge Capital Management
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $13.5M across 61 accounts
- **CRD:** 2533020 (https://adviserinfo.sec.gov/individual/summary/2533020)
- **SEC registration:** Investment adviser representative in FL, OH
- **Exams passed:** Series 63 (1994), Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jon Lamonge a fee-only financial advisor?

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

### How does Jon charge for financial advice?

Jon's firm, Lamonge Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jon Lamonge based?

Jon Lamonge is based in Naples, Florida.

### Is Jon Lamonge registered with the SEC?

Yes. Jon Lamonge is registered as an investment adviser representative in FL and OH (CRD 2533020), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lamonge Capital Management manage?

Lamonge Capital Management reports $13.5M across 61 accounts in assets under management.

### How do I contact Jon Lamonge?

Contact details aren't on file yet. Search for Lamonge Capital Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2533020): 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

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