Matthew Hamilton Lugar
Investment Adviser Representative at Kathmere Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Hamilton Lugar is an investment adviser representative with Kathmere Capital Management, LLC in Wayne, PA, where they have been registered since 2026. They have worked in the securities industry since 2010 and were previously registered with TGS Financial Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- VanguardOct 2004 – Oct 2020Malvern, PA
- SEI InvestmentsApr 2023 – Jun 2024Oaks, PA
- InfosysOct 2020 – Apr 2023Chesterbrook, PA
- TGS Financial AdvisorsJul 2024 – Mar 2026Radnor, PA
- Kathmere Capital Management, LLCMar 2026 – no end date reportedWayne, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kathmere Capital Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $500,000 (waivable)
- Less than $3,000,0001.00%
- $3,000,001 - $5,000,0000.80%
- $5,000,001 - $10,000,0000.65%
- $10,000,001 - $20,000,0000.50%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Wayne, PA
- SEC file number:
- 801-117215
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Kathmere Capital Management, LLC
Showing 12 of 16 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Hamilton Lugar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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