LUNT CAPITAL MANAGEMENT INC.

RIASEC RegisteredEst. 2009

Total AUM

$601M

Discretionary

$284M

47% of AUM

Avg account

$1.1M

Accounts

560

Employees

Advisory reps

Firm details

Headquarters: HOLLADAY, Utah
CRD number: 125183
Registered since: April 14, 2009
Website: www.luntcapital.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC, AMERIPRISE FINANCIAL SERVICES, LLC
Fee structure: Percentage of AUM
Client types: Other Investment Advisers56.6%
HNWI18.27%
Corporations / Businesses14.69%
Pension & Profit Sharing Plans6.34%
Charitable Organizations2.34%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lunt Capital Management Inc. is a privately owned corporate RIA that has been SEC-registered since 2009. The firm manages assets for both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory services include portfolio management for individuals, small businesses and institutions, selection of sub-advisers and third-party managers, pension consulting-style work, and investor education through seminars and workshops. Lunt describes itself as a capital allocator and uses external managers to access strategies beyond core public markets. It does not identify as an active ESG investor.