Lunt Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Holladay, UT. Its latest Form ADV filing, dated March 12, 2026, reports $601M in regulatory assets under management, 7 employees, and 560 accounts.
Assets Under Management
$601M
Employees
7
Offices
--
Total Clients
232
Primary office
HOLLADAY, UT
4725 S. HOLLADAY BLVD, STE 220, HOLLADAY, UT, United States
Top client segmentHNWI represent 37.1% of total clients.
Top client categories% of clientsClients
1
HNWI
37.1%
86
2
Individuals
32.3%
75
3
Corporations
21.1%
49
4
Other Advisers
3.9%
9
5
Pension Plans
3.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$601Mas of March 12, 2026
Discretionary47.1%
$284M
47% of total RAUM47.1%
Non-discretionary52.9%
$318M
53% of total RAUM52.9%
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$601M
Total Accounts560
10Y AUM Change+$411M (+215.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee33:1
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.