LUMA CAPITAL
Naples, Florida
Luma Capital, a small investment advisory firm based out of Naples, FL, is dedicated to providing exceptional financial services to its clients. With over 10 individual clients and a remarkable $121,895,000 in assets under management, Luma Capital demonstrates its expertise in managing wealth effectively. The firm operates from a single office in Naples and offers a wide range of services, including accounting support.
A notable aspect of Luma Capital's approach is their discretion, as 42% of the assets they manage are discretionary, ensuring personalized and tailored investment strategies. Catering primarily to high net worth in...
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Assets Under Mgmt
$121.89M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: PROVIDE SERVICES TO OTHER INVESTMENT ADVISORS
Other Business Activities
Accountant or accounting firm
Resources
On the Blog
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