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Firm profile

Luna Capital Management, LLC

BURLINGAME, CACRD 307687Registration Status: ApprovedEffective since June 25, 2026Latest ADV June 6, 2026

Luna Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlingame, CA. Its latest Form ADV filing, dated June 6, 2026, reports $116M in regulatory assets under management, 3 employees, and 266 accounts.

Assets Under Management
$116M
Employees
3
Offices
--
Total Clients
218
Primary office
BURLINGAME, CA
1799 BAYSHORE HIGHWAY, SUITE 128A, BURLINGAME, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORonan C. Gaudario

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.0% of total clients.
Top client categories% of clientsClients
1
Individuals
78.0%
170
2
HNWI
19.3%
42
3
Pension Plans
2.8%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$116Mas of June 6, 2026
Discretionary97.8%
$114M
98% of total RAUM97.8%
Non-discretionary2.2%
$3M
2% of total RAUM2.2%
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.

Total AUM$116M
Total Accounts266
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee73:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.