Aluman

RIASEC & State Registered

Total AUM

$135M

Discretionary

$135M

100% of AUM

Avg account

$335K

Accounts

403

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 281073
Registered since: June 6, 2025
Website: alumanfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.39%
Individuals33.5%
Pension & Profit Sharing Plans7.84%
Corporations / Businesses0.26%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Aluman is an independently owned registered investment adviser operating as a corporation. The firm registered with the SEC in 2025 and is individually owned. Its client mix spans high-net-worth individuals and families as well as institutional relationships. Service offerings emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements.