Edward
Lapham
Marsico Capital Management, LLC
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About this Advisor
Edward Lapham is a financial advisor working out of Denver, Colorado with 1 year of industry experience. Lapham is an advisor for Marsico Capital Management, LLC. During their career, Lapham has held roles at Clover Maritime Scp, Focuspoint Private Capital Group, Cydney Ruth Marsico Household, Marsico Capital Management and Umb Distribution Services, LLC. Lapham maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Marsico Capital Management, LLC is a firm headquartered in Denver, CO. It oversees $2 billion in assets across its 31 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 31 accounts, 71% are held by high-net-worth clients who have at least $1 million in assets. The business performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on the type of services provided. Fee types billed by Marsico Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marsico Capital Management, LLC Brokerage Details
$2,432,969,986
27
31
$78,482,903
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Edward Lapham Work History
Edward has been registered as a financial advisor for 1 years.*
Umb Distribution Services, LLC
Marsico Capital Management
Cydney Ruth Marsico Household
Focuspoint Private Capital Group
Clover Maritime Scp
Clover Maritime Scp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Lapham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marsico Capital Management, LLC
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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