Lunt Capital Management Inc.
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
FINTRXOverview
Lunt Capital Management Inc. is an institutional RIA that acts as a capital allocator for both individuals/families and institutional clients. The firm is SEC registered (first registered in 2009) and operates under an asset-based fee model. Its advisory services include discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions, the selection of other advisers, pension consulting services, and educational seminars and workshops. The firm is owned by an individual and lists an industry affiliation with a law firm. Lunt does not identify as an active ESG investor and is not a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities7%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$330M in ETFs
72%
$236M
22%
$93.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $44.2M | 877,436 | 13.41% |
Location
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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