Daniel Keller
Luma Capital · Naples, Florida
Daniel Keller is a fee-only financial advisor at Luma Capital in Naples, Florida. Luma Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Luma Capital |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $135.8M across 72 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4531116 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lumacapital.com |
| Profile |
How Daniel's firm compares
- Luma Capital's average account is about $1.9 million, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Daniel
Is Daniel Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Luma Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Luma Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Daniel Keller based?
Daniel Keller is based in Naples, Florida.
Is Daniel Keller registered with the SEC?
Yes. Daniel Keller is registered as an investment adviser representative in FL (CRD 4531116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Luma Capital manage?
Luma Capital reports $135.8M across 72 accounts in assets under management.
How do I contact Daniel Keller?
Through Daniel's website, www.lumacapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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