Lunt Capital Management Inc.

RIASEC Registered

Total AUM

$601M

Discretionary

$284M

47% of AUM

Avg account

$1.1M

Accounts

560

Employees

Advisory reps

Firm details

Headquarters: Holladay, Utah
CRD number: 125183
Registered since: April 14, 2009
Website: www.luntcapital.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC, AMERIPRISE FINANCIAL SERVICES, LLC
Fee structure: Percentage of AUM
Client types: Other Investment Advisers56.6%
HNWI18.27%
Corporations / Businesses14.69%
Pension & Profit Sharing Plans6.34%
Charitable Organizations2.34%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lunt Capital Management Inc. is an institutional RIA that acts as a capital allocator for both individuals/families and institutional clients. The firm is SEC registered (first registered in 2009) and operates under an asset-based fee model. Its advisory services include discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions, the selection of other advisers, pension consulting services, and educational seminars and workshops. The firm is owned by an individual and lists an industry affiliation with a law firm. Lunt does not identify as an active ESG investor and is not a multi-state or newly formed adviser.