Luma Capital
Luma Capital (CRD# 119576) is a financial advisory firm headquartered in Naples, FL. They manage $144,121,295 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management144MILLION
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$2,362,644
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Luma Capital
1
Evan Alexander (CRD# 6510447) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 8 years of experience in the finance industry.
2
Daniel Keller (CRD# 4531116) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 21 years of experience in the finance industry.
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