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LUMA CAPITAL
LUMA CAPITAL LLC
CRD 119576 · SEC 801-61140
4850 TAMIAMI TRAIL NORTH, SUITE 301, NAPLES, FL, 34103, United States
Phone
239-659-2888
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.8M
Discretionary AUM
$84.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPROVIDE SERVICES TO OTHER INVESTMENT ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.6M |
| High net worth individuals | 34 | $103.7M |
| Pooled investment vehicles | 24 | $27.4M |
| Corporations/business entities | 5 | $1.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD