Luke Capital

RIASEC 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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 90%, Derivatives 10%90%
  • Other90%
  • Derivatives10%

Owners & executives

1 of 1
  • Lucian Lobelkarimi

    Lucian Lobelkarimi

    Chief Executive OfficerCRD 6332545

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth