Lunt Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$601,487,839
Total clients
161
53% high-net worth
Total advisors
3
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
54
Average account size
$3,735,949
About
Lunt Capital Management serves individual and high-net-worth clients, retirement plans, and other investment advisers, providing fee-based portfolio management, model-portfolio services, sub-advisory arrangements, and 401(k) plan consulting. The firm also acts as an index provider for ETFs and offers consulting, investment research, and tactical signals to financial professionals.
Its investment process blends quantitative and technical techniques — including relative strength rotation, charting, cyclical analysis, and fundamental review — and implements strategies that range from short-term trading to long-term holdings. Accounts are managed on both discretionary and non-discretionary bases, and the firm reports a substantial amount of assets under non-discretionary management, which can affect trading execution and oversight compared with fully discretionary peers.
Distinctive features include its dual role as an index provider for ETFs and as a model provider/sub-adviser to other advisers, creating revenue streams and client relationships beyond typical retail management. The firm retains an attorney for its operations (while not soliciting legal services from advisory clients), publishes performance information including hypothetical model results, and sponsors industry events and educational programming — elements that are less common among similarly sized team firms.
Client services
Expertise
Fee options
Flat fees possible as negotiated; may be flat monthly, quarterly, or annual fees
$0+: 0.50% to 1.00% $0+: up to 0.75% $0+: up to 1.00% (401k Plan Model Services)
Possible subscription fees for consulting, investment research, and tactical signals; varies by financial professional and scope of work
Fee-only: Fee-based; fees typically charged quarterly in arrears; fees negotiable and may be flat monthly, quarterly, or annual fees; discounts up to full waiver available at discretion of LCM
Main office location
Lunt Capital Management Inc.
4725 S. Holladay Blvd, Ste 220
Holladay UT 84117, United States
Number of offices
1
Most active in
Texas · Utah
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:
Lawyer
They provide legal services, typically billed separately.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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