Luma Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 31, 2026, reports $136M in regulatory assets under management, 2 employees, and 72 accounts.
Assets Under Management
$136M
Employees
2
Offices
--
Total Clients
72
Primary office
NAPLES, FL
4850 TAMIAMI TRAIL NORTH, SUITE 301, NAPLES, FL, United States
Top client segmentHNWI represent 47.2% of total clients.
Top client categories% of clientsClients
1
HNWI
47.2%
34
2
Pooled Investment Vehicles
33.3%
24
3
Individuals
12.5%
9
4
Corporations
6.9%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 31, 2026
Discretionary62.4%
$85M
62% of total RAUM62.4%
Non-discretionary37.6%
$51M
38% of total RAUM37.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$136M
Total Accounts72
10Y AUM Change+$6M (+4.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.