Luminist Capital, LLC

RIASEC RegisteredEst. 2022
Total AUM
$105M
Discretionary
$105M
100% of AUM
Avg account
$134K
Accounts
781
Employees
5
Advisory reps
5

Firm details

Headquarters
,
CRD number
173396
Registered since
July 15, 2022
Website
www.luministcapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals75.6%
  • HNWI24.4%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Luminist Capital, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm serves individuals and families and markets itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include both a percentage of assets under management and fixed‑fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 5
  • Aaron Stine

    Aaron Stine

    Investment Adviser RepresentativeCRD 6798663

  • John Timmermans

    John Timmermans

    Managing PartnerCRD 6546899

  • Julie Lesicki

    Julie Lesicki

    Investment Advisor RepresentativeCRD 4889735

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 86

Active vs passive

$99.4M in ETFs

Passive

96%

$95.3M

Active

4%

$4.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES TREASURY FLOATING RATE BOND ETF (TFLO)BlackRockPassiveUltrashort Bond$22.5M445,10522.67%
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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