Luma Capital

Luma Capital (CRD# 119576) is a financial advisory firm headquartered in Naples, FL. They manage $131,016,463 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $2,568,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Luma Capital
Showing 1 - 2 of 2 top financial advisors.
1
Daniel N. Keller
CRD#: 4531116
1167 Third Street, South, Suite 204, Naples, FL 34102
93
Wealthminder
score

Daniel Keller (CRD# 4531116) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 14 years of experience in the finance industry.

2
Evan A. Alexander
CRD#: 6510447
1167 Third Street, South, Suite 204, Naples, FL 34102
87
Wealthminder
score

Evan Alexander (CRD# 6510447) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has 1 year of experience in the finance industry.

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