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LUMINIST CAPITAL, LLC
CRD 173396 · SEC 801-126094
GA, United States
Phone
616-600-4517
Fax
800-394-8549
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.6M
Discretionary AUM
$104.6M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCO-ADVISORY SERVICES TO UNAFFILIATED INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 486 | $79.1M |
| High net worth individuals | 44 | $25.5M |
States served
GA, IN, KY, LA, MI, NJ, OH, RI, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD