L
CRD: 127822
Lambert Capital Management
$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-23-2019
- Office Locations
- 1
Office Locations
1332 Santa Barbara St. Santa Barbara CA
About Lambert Capital Management
Lambert Capital Management is a Santa Barbara-based RIA. The firm has been operating for 7 years. Managing $4.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$319.8K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
North pioneer Summit alpha
Client Personas
Focus
Investment Themes
Optima signal Vital
Investment Vehicles
Momentum Element delta
Services
Glacier summit Zenith Legacy pathway
Owner & Executives
J
JOSEPH NEIL LAMBERT
Owner
- CRD
- #865469
- Ownership
- 75% or more
(229) 945-4939
value.vertex@beaconcapital.com
in linkedin.com/in/ember-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,156,993 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,156,993 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,156,993
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,967,506,282 | 100.0% |
| Total | $8,967,506,282 | 100.0% |