Overview
Assets Under Management: $601 million
Headquarters: HOLLADAY, UT
High-Net-Worth Clients: 86
Average Client Assets: $1.3 million
Frequently Asked Questions
LUNT CAPITAL MANAGEMENT INC. 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 #125183), LUNT CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
LUNT CAPITAL MANAGEMENT INC. is headquartered in HOLLADAY, UT.
LUNT CAPITAL MANAGEMENT INC. serves 86 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, LUNT CAPITAL MANAGEMENT INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
LUNT CAPITAL MANAGEMENT INC. manages $601 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, LUNT CAPITAL MANAGEMENT INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.27%
Average Client Assets: $1.3 million
Total Client Accounts: 560
Discretionary Accounts: 546
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 125183
Filing ID: 2070836
Last Filing Date: 2026-03-12 16:06:44