Fee-only adviser · Holladay, UT
Lunt Capital Management Inc.
Lunt Capital Management Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Holladay, Utah. On its latest Form ADV, filed March 12, 2026, it reports $601M in regulatory assets under management, 161 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 125183 · SEC file 801-70051 |
| Office | 4725 S. Holladay Blvd, Ste 220 Holladay, UT 84117 |
| Phone | (801) 503-3035 |
| Website | luntcapital.com |
| Regulatory assets under management | $601M ($284M discretionary) |
| Individual clients | 75 non-high-net-worth, 86 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Holladay
- Platform Wealth Advisors $509M
- Athos Private Wealth LLC $268M
See all 3 fee-only advisers in Holladay →
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