Firm
Luma Capital
Naples, Florida
Fee-only
Luma Capital at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 43 individual clients, 34 of them high net worth.
- Its average account is about $1.9 million (assets it manages divided by its 72 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Naples, Florida |
|---|---|
| Website | lumacapital.com |
| Phone | (239) 659-2888 |
Luma Capital fees
Luma Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $136 million |
| Individual clients | 9 |
| High-net-worth clients | 34 |
| Accounts managed | 72 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-61140) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 119576 |