Matthew H. Lugar
Professional summary
Matthew Hamilton Lugar, who also goes by Matthew Lugar, is a registered financial advisor currently at KATHMERE CAPITAL MANAGEMENT, LLC located in Wayne, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Hamilton Lugar's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2026 - Present
KATHMERE CAPITAL MANAGEMENT, LLC
Office #1: 435 Devon Park Drive Suite 715, Wayne, PA 19087August 30, 2024 - March 4, 2026
TGS FINANCIAL ADVISORS
April 25, 2023 - June 6, 2024
SEI INVESTMENTS DISTRIBUTION CO.
June 22, 2011 - November 6, 2020
VANGUARD MARKETING CORPORATION
November 10, 2004 - May 21, 2008
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
KATHMERE CAPITAL MANAGEMENT, LLC
CRD#: 305118 / SEC#: 801-117215
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/9/2026)
(3/9/2026)
Exams
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
KATHMERE CAPITAL MANAGEMENT, LLC
CRD#: 305118 / SEC#: 801-117215
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,684 |
| AUM (Assets Under Management) | $ 3,478,172,971 |
Red Flags
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