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Jon Gabriel Lontai

Arcus Capital Partners, LLC

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About Jon Gabriel Lontai

Jon Gabriel Lontai is a financial advisor based in Atlanta, Georgia. Jon has been in the industry since 2013 and is registered as an Investment Advisor Representative (IAR) in Colorado. Jon is currently employed by Arcus Capital Partners, LLC. Previously, Jon worked at Charles Schwab & Co., Inc. in Denver, Colorado, and TD Ameritrade, Inc. in Chicago, Illinois. Jon specializes in providing investment advice to high-net-worth individuals, corporations, and pooled investment vehicles.

Firm Information

Jon Lontai is currently registered with Arcus Capital Partners, LLC. Arcus Capital Partners, LLC is an investment advisor based in Atlanta, Georgia, with approximately $2.35 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and charitable organizations. They also select other advisors for their clients.
Arcus Capital Partners, LLC

3060 PEACHTREE ROAD N.W.

ATLANTA, GA 30305

$2.35B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

General partner profits allocation & earned/carried interest

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Jon Lontai’s Registration & Firm History

GA

06/03/2024 - Present

Arcus Capital Partners, LLC (ATLANTA GA)

CO

01/31/2022 - 01/10/2024

CHARLES SCHWAB & CO., INC. (Denver CO)

CO

08/20/2013 - 12/20/2023

TD AMERITRADE, INC. (Denver CO)

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Licenses & Designations

BOTH

Issued 08/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2015

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 10/21/2014

Series 3 - National Commodity Futures Examination

BC

Issued 08/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Gabriel Lontai.
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