Lunt Capital Management Inc.

RIASEC RegisteredEst. 2009

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 a privately owned investment advisory corporation that has been SEC-registered since 2009. The firm bills itself as a capital allocator serving both individual and family clients as well as institutional accounts. It charges fees based on a percentage of assets under management and provides a mix of portfolio management and advisory services, including separate-account management for individuals and small businesses, portfolio management for institutions, selection of outside advisers, pension consulting services, and educational seminars or workshops. Lunt is not positioned as an ESG-focused manager and is not described as a multi-state or newly formed adviser. The firm also lists an industry affiliation with a law firm.