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Michael J. Lafontaine

AZA CAPITAL MANAGEMENT
Chicago, IL 60604
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CRD#: 5142908
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Professional summary


Michael James Lafontaine, who also goes by Michael J. Lafontaine, Mike Lafontaine, is a registered financial advisor currently at AZA CAPITAL MANAGEMENT located in Chicago, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael J. Lafontaine | Mike Lafontaine

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Since 2019, Mr. LaFontaine has been the owner of Harbour Capital Holdings, LLC ("Harbour") located at 518 Kenilworth Ave., Kenilworth, IL 60043. Harbour is not an investment-related business. Harbour has a service agreement with Insight 2811, Inc. to maintain an off-site office location to bolster operational continuity and serve as a backup for limited contingency operations in the event of a natural disaster, government lockdown, or other business disruption. On a monthly basis, approximately 1-10 hours during non-trading hours are spent bookkeeping and maintaining the company's location.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael James Lafontaine's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 16, 2009 - Present

AZA CAPITAL MANAGEMENT

Office #1: 141 W Jackson Blvd Suite 3332, Chicago, IL 60604
RIA
CRD#: 109784
Chicago, IL
Past

March 3, 2008 - August 17, 2009

NRP ADVISORS, INC.

RIA
CRD#: 141430
NORTHBROOK, IL
Past

December 13, 2006 - October 16, 2008

NRP FINANCIAL, INC.

RIA
CRD#: 103717
NORTHBROOK, IL
Past

December 12, 2006 - August 17, 2009

NRP FINANCIAL, INC.

BD
CRD#: 103717
NORTHBROOK, IL
Past

July 7, 2006 - December 1, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NORTHBROOK, IL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AZA CAPITAL MANAGEMENT
ACENTUS PARTNERS | INSIGHT 2811 INC | AZA CAPITAL MANAGEMENT | ARTHUR ZASKE & ASSOCIATES

CRD#: 109784 / SEC#: 801-54428

RIA
Registered Investment Advisory firm - (5/12/1997 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(10/16/2009)
IAR
Michigan
(3/9/2021)
IAR
Texas
(7/1/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/31/2006
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AC
AZA CAPITAL MANAGEMENT
ACENTUS PARTNERS | INSIGHT 2811 INC | AZA CAPITAL MANAGEMENT | ARTHUR ZASKE & ASSOCIATES

CRD#: 109784 / SEC#: 801-54428

RIA
Registered Investment Advisory firm - (5/12/1997 Approved)
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Contact information


Main Address
141 W Jackson Blvd Suite 3332, Chicago, IL 60604
Mailing Address
Phone number
(312) 429-0880
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AZA CAPITAL MANAGEMENT ADV PART 2 (3/31/2025)

Regulatory assets under management


Total Number of Accounts845
AUM (Assets Under Management)$ 313,995,693

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/18/2025
Cover Page
11/13/2024
12/14/2023
02/14/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AZA CAPITAL MANAGEMENT

CRD#: 109784Chicago, IL 60604

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