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Matthew Hamilton Lugar

Kathmere Capital Management, LLC

Wayne, PA

CRD 4869953

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Employer firm

Kathmere Capital Management, LLC CRD 305118

$3.48B regulatory AUM 63 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kathmere Capital Management, Llc

993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-09
TX RA APPROVED 2026-03-09
  • PA RA
    APPROVED
    Since 2026-03-09
  • TX RA
    APPROVED
    Since 2026-03-09

Branch Locations

993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanguard Malvern PA 10/2004 10/2020
Sei Investments Oaks PA 04/2023 06/2024
Infosys Chesterbrook PA 10/2020 04/2023
Tgs Financial Advisors Radnor PA 07/2024 03/2026
Kathmere Capital Management, Llc Wayne PA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2011-07-21
  • S65 Uniform Investment Adviser Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2011-07-21
Designations
  • Certified Financial Planner
Other Names
  • Matthew Lugar

View on SEC IAPD

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