LUMA Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
HighAverage 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
Expertise
Occupation focus
Fee options
Negotiated annual retainer fees for family office clients and additional fees for specific projects.
$500,000 - $1,500,000: 1.5% $1,500,000 - $5,000,000: 1.0% $5,000,000+: 0.5%
Negotiated fees for specific projects or additional analysis; hourly rates not explicitly stated.
Performance-based incentive fees subject to hurdles, negotiated individually with clients.
Annual retainer fees for family office clients, negotiated.
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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