Jon G. Lontai

ARCUS CAPITAL PARTNERS

Castle Rock, CO

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CRD#: 6199570

Professional summary

Jon Gabriel Lontai is a registered financial advisor currently at ARCUS CAPITAL PARTNERS, LLC located in Castle Rock, Colorado.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jon has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 34, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Gabriel Lontai'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

June 3, 2024 - Present

ARCUS CAPITAL PARTNERS, LLC

RIA

CRD#: 147346

Castle Rock, CO

Past

January 31, 2022 - January 10, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Denver, CO

Past

January 31, 2022 - January 10, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Denver, CO

Past

March 5, 2018 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Denver, CO

Past

August 18, 2017 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Denver, CO

Past

August 20, 2013 - December 20, 2023

TD AMERITRADE, INC.

CRD#: 7870

Denver, CO

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".

ARCUS CAPITAL PARTNERS, LLC

ARCUS CAPITAL MANAGEMENT, LLC | ARCUS CAPITAL PARTNERS, LLC

CRD#: 147346 / SEC#: 801-69325

RIA

Registered Investment Advisory firm - (6/19/2008 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

Colorado
(6/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/17/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 34

Date: 1/14/2015

Retail Off-Exchange FOREX Examination

General Industry/Product Exam

Series 3

Date: 10/21/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/19/2013

General Securities Representative Examination

Current Firm

ARCUS CAPITAL PARTNERS, LLC

ARCUS CAPITAL MANAGEMENT, LLC | ARCUS CAPITAL PARTNERS, LLC

CRD#: 147346 / SEC#: 801-69325

RIA

Registered Investment Advisory firm - (6/19/2008 Approved)

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Contact information

Main Address

3060 Peachtree Road N.w. Suite 1880, Atlanta, GA 30305

Mailing Address

3060 Peachtree Road N.w. Suite 1880, Atlanta, GA 30305

Phone number

(404) 949-2111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ARCUS FORM ADV PART 2 (10/10/2025)

ADV PART 2A - ARCUS FOUNDATION MANAGEMENT DEC 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,566
AUM (Assets Under Management)	$ 2,122,557,796

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.

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Jon G. Lontai

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Gabriel Lontai's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

ARCUS CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2017

Series 63

Date: 9/18/2013

SIE

Date: 10/1/2018

Series 34

Date: 1/14/2015

Series 3

Date: 10/21/2014

Series 7

Date: 8/19/2013

Current Firm

ARCUS CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCUS CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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