Luma Capital

Luma Capital (CRD# 119576) is a financial advisory firm headquartered in Naples, FL. They manage $144,121,295 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4850 Tamiami Trail North, Suite 301, Naples, FL 34103
http://www.lumacapital.com
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $2,362,644
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
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
Evan Alexander, financial advisor Naples FL
Evan A. Alexander
CRD#: 6510447
4850 Tamiami Trail North, Suite 301, Naples, FL 34103

Evan Alexander (CRD# 6510447) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 8 years of experience in the finance industry.

2
Daniel Keller, financial advisor Naples FL
Daniel N. Keller
CRD#: 4531116
4850 Tamiami Trail North, Suite 301, Naples, FL 34103

Daniel Keller (CRD# 4531116) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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