Lunt Capital Management Inc.

RIASEC Registered

Total AUM

$601M

Discretionary

$284M

47% of AUM

Avg account

$1.1M

Accounts

560

Employees

7

Advisory reps

5

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, institutional-registered RIA that positions itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registered in 2009) and charges fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers, and educational seminars/workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds91%
Exchange Traded Equities7%
Investment Grade Corp Bonds1%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

Ryan Hessenthaler
Chief Operating Officer & PartnerCRD 6002628

Contacts

3 of 4

John Lunt
PresidentCRD 4641670
Joseph Lunt
Investment AnalystCRD 7370955
Sydney Lunt
ShareholderCRD 8237822

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 100

Active vs passive

$333M in ETFs

Passive

73%

$242M

Active

21%

$91.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)	Wisdom Tree	Passive	Ultrashort Bond	$46.5M	923,539	13.96%

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Primary office

Holladay, UT

Salt Lake

Location

Holladay, UT

Headquartered in Holladay, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area: Salt Lake City-Provo-Orem, UT
Region: West
County: Salt Lake
Address: 4725 S Holladay Blvd
Time zone: MT (UTC-7)
Office locations

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