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LUMA CAPITAL
NAPLES, FL
239-659-2888
SEC #801-61140Total AUM
$135.8M
Employees
2Clients
79Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4850 TAMIAMI TRAIL NORTH
SUITE 301
NAPLES
FL 34103
United States
SUITE 301
NAPLES
FL 34103
United States
Operating Hours
9:00AM 5:00PM
Monday - Friday
Monday - Friday
Phone
239-659-2888
Financials
Total AUM
$135.8M
Accounts
72Discretionary
$84.8M
Accounts
38Non-Discretionary
$51M
Accounts
34
Clients
Individual Clients
9AUM
$3.6M
HNW Individual Clients
34AUM
$103.7M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
24AUM
$27.4M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
5AUM
$1.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDE SERVICES TO OTHER INVESTMENT ADVISORS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.