Luminist Capital, LLC

RIASEC RegisteredEst. 2022
Total AUM
$105M
Discretionary
$105M
100% of AUM
Avg account
$134K
Accounts
781
Employees
5
Advisory reps
5

Firm details

Headquarters
,
CRD number
173396
Registered since
July 15, 2022
Website
www.luministcapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals75.6%
  • HNWI24.4%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Luminist Capital, LLC is an independent, SEC-registered investment adviser that positions itself as a capital allocator for individual and family clients. Registered in 2022 as an LLC, the firm provides financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its fee model combines percentage-of-assets and fixed-fee arrangements. Luminist does not characterize itself as an active ESG investor and does not focus on pensions or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 5
  • Aaron Stine

    Aaron Stine

    Investment Adviser RepresentativeCRD 6798663

  • John Timmermans

    John Timmermans

    Managing PartnerCRD 6546899

  • Julie Lesicki

    Julie Lesicki

    Investment Advisor RepresentativeCRD 4889735

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 239

Active vs passive

$110M in ETFs

Passive

92%

$101M

Active

5%

$8.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES TREASURY FLOATING RATE BOND ETF (TFLO)BlackRockPassiveUltrashort Bond$18M283,55516.38%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth