Jon Lamonge
Lamonge Capital Management · Naples, Florida
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.
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Facts
| Firm | Lamonge Capital Management |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $13.5M across 61 accounts |
| SEC registration | Investment adviser representative in FL, OH · CRD 2533020 |
| Exams passed | Series 63 (1994) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jon's firm compares
- Lamonge Capital Management's average account is about $221,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Jon
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.
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
- 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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