Luke Capital
RIAState Registered
Total AUM
$30K
Discretionary
$30K
100% of AUM
Avg account
$30K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 306879
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Luke Capital operates as a sole proprietorship and is registered as an independent registered investment adviser. The business is owned and managed by an individual and serves individual and family clients. Advisory work centers on financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other90%
- Derivatives10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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