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LUNT CAPITAL MANAGEMENT INC.
CRD 125183 · SEC 801-70051
4725 S. HOLLADAY BLVD, STE 220, HOLLADAY, UT, 84117, United States
Phone
801-503-3035
Fax
801-924-3763
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$601.5M
Discretionary AUM
$283.6M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsINVESTMENT RECOMMENDATIONS, INDEX LICENSING TO MODEL PORTFOLIO PROVIDERS. INDEX PROVIDER FOR ETFS.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $10.6M |
| High net worth individuals | 86 | $109.9M |
| Pension/profit sharing plans | 7 | $38.1M |
| Charitable organizations | 6 | $14.1M |
| Other investment advisers | 9 | $340.4M |
| Corporations/business entities | 49 | $88.3M |
States served
UT, TX
All web addresses on file
Official SEC filing: View on IAPD