Overview
Assets Under Management: $141 million
High-Net-Worth Clients: 26
Average Client Assets: $1 million
Frequently Asked Questions
LUMINIST CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173396), LUMINIST CAPITAL, LLC is subject to fiduciary duty under federal law.
LUMINIST CAPITAL, LLC serves 26 high-net-worth clients according to their SEC filing dated July 09, 2025. View client details ↓
According to their SEC Form ADV, LUMINIST CAPITAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LUMINIST CAPITAL, LLC manages $141 million in client assets according to their SEC filing dated July 09, 2025.
According to their SEC Form ADV, LUMINIST CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.04
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,088
Discretionary Accounts: 1,088
Regulatory Filings
CRD Number: 173396
Filing ID: 2000519
Last Filing Date: 2025-07-09 11:07:00
Website: https://luministcapital.com