Data / Investment advisers / Utah / Lunt Capital Management Inc.
Lunt Capital Management Inc., Holladay, UT: $601 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lunt Capital Management Inc. is an SEC registered investment adviser with its main office in Holladay, Utah and reports $601 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include other investment advisers, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Lunt Capital Management Inc. (CRD number 125183): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 125183
- SEC file number
- 801-70051
- SEC status
- Approved, effective April 14, 2009
- Main office
- 4725 S. Holladay Blvd, Ste 220, Holladay, UT 84117
- Phone
- (801) 503-3035
- Website
- luntcapital.com
- Regulatory AUM
- $601,487,839 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $283,596,463
- Non discretionary AUM
- $317,891,376
- Accounts
- 560
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 9 | $340.4 million |
| High net worth individuals | 86 | $109.9 million |
| Corporations or other businesses | 49 | $88.3 million |
| Pension and profit sharing plans | 7 | $38.1 million |
| Charitable organizations | 6 | $14.1 million |
| Individuals (other than high net worth individuals) | 75 | $10.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $601.5 million | March 12, 2026 |
| December 1, 2025 | $600.9 million | March 28, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Solidarity Wealth, LLC | Lehi | $704.2 million | Not listed | adviserinfo.sec.gov |
| Abg Consultants | Cottonwood Heights | $697.4 million | Not listed | adviserinfo.sec.gov |
| Ascend Investment Partners | Ogden | $661.4 million | Not listed | adviserinfo.sec.gov |
| Accuvest Global Advisors, Inc. | Provo | $630.5 million | 1 | adviserinfo.sec.gov |
| Banner Capital Management, LLC | Lehi | $619.2 million | 6 | adviserinfo.sec.gov |
| Lone Peak Global Investors, LLC | Alpine | $598.4 million | Not listed | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | $586.7 million | Not listed | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | $585.2 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Lunt Capital Management Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.