James Vincenzo Lombardo
Investment adviser representative at Atcap Partners, LLC
16 yearsExperience
2 statesRegistered in
$195.5MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
- Seminars and workshops
Experience
16 years in the industry.
- Atcap Partners, LLCJul 2022 to now
- Ceros Financial Services, Inc.Jul 2022 to now
- National Asset ManagementMar 2018 to Jul 2022
- National Securities CorpFeb 2018 to Jul 2022
- Aegis Capital Corp.Mar 2010 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, NY).
Atcap Partners, LLC
$195.5MAssets managed
349Clients
26Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2423097
- Firm CRD
- 158214