Coby Lamson Capital Management, Inc (Medford)

Coby Lamson Capital Management, Inc is a large advisory firm based in Medford. It manages $47 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Oregon, Rhode Island, and Washington.

Coby Lamson Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coby Lamson Capital Management: assets under management

The assets under management (AUM) of Coby Lamson Capital Management, Inc is $47 million. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coby Lamson Capital Management, Inc for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Coby Lamson Capital Management, Inc

Ronald John Coby has been acting as President since 1 Aug 2008. Dennis Ray Lamson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dennis Ray Lamson	Chief compliance officer	1 Aug 2008	50% - 75%	1617869
Ronald John Coby	Director	1 Aug 2008	50% - 75%	1838621

Based in Medford

The principal office where Coby Lamson Capital Management, Inc performs its advisory services is located at 835 Alder Creek Dr. Suite A, Medford, OR 97504, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.