Matthew Hamilton Lugar
Investment adviser representative at Kathmere Capital Management, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.5BFirm assets
Are you Matthew Hamilton Lugar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Kathmere Capital Management, LLCMar 2026 to now
- Tgs Financial AdvisorsJul 2024 to Mar 2026
- Sei InvestmentsApr 2023 to Jun 2024
- InfosysOct 2020 to Apr 2023
- VanguardOct 2004 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Kathmere Capital Management, LLC
$3.5BAssets managed
842Clients
17Advisers
7 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
- 4869953
- Firm CRD
- 305118