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LUMA Capital

Updated today

Client assets under management

$107,228,908

Clients

43

79% high-net worth

Advisors

1

of 2 employees

Firm type

Independent

1 advisor

Clients per advisor

43

High

Average account size

$2,493,696

About

LUMA Capital provides investment management and advisory services to family offices, high‑net‑worth and individual investors, retirement plans, foundations, trustees, estates and institutional clients. The firm offers both discretionary and non‑discretionary portfolio management, plus asset allocation and manager‑selection advice, and reported about $84.8 million in discretionary and $51.0 million in non‑discretionary assets under management as of March 31, 2026.

The firm’s investment approach is built on fundamental research, due diligence and macroeconomic analysis and is tailored to each client’s goals and restrictions. LUMA employs a range of strategies and instruments — including public equities, fixed income, options, derivatives and interests in private funds — and in some client arrangements negotiates performance‑based or incentive fees subject to negotiated hurdles.

LUMA’s brochure describes several affiliations and activities that distinguish it from many peers: it manages private pooled investment vehicles through LUMA Alternative Investments and provides tax and accounting services via an affiliate, Aqualane Advisory Services, each disclosed as potential conflicts of interest. The firm and its principals also commonly co‑invest alongside clients and the principal may serve in fiduciary roles such as trustee or power of attorney for certain clients, with these practices addressed through disclosure and internal policies.

Client services

Financial planning Portfolio management Selection of other advisers
Provide services to other investment advisors

Expertise

Private / alternative investments

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Negotiated annual retainer fees for family office clients and additional fees for specific projects.

Percentage

$500,000 - $1,500,000: 1.5% $1,500,000 - $5,000,000: 1.0% $5,000,000+: 0.5%

Project-based

Negotiated fees for specific projects or additional analysis; hourly rates not explicitly stated.

Performance-based

Performance-based incentive fees subject to hurdles, negotiated individually with clients.

Subscriptions

Annual retainer fees for family office clients, negotiated.

Other

Account minimum: $500,000

Main office location

LUMA Capital

4850 Tamiami Trail North, Suite 301

Naples FL 34103, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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