Luke Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Luke Capital provides investment advisory services to individual investors, offering discretionary portfolio management, financial planning, and retirement planning. The firm also offers life insurance advice through an affiliated insurance channel and notes it has no formal account minimum and provides a free initial consultation; it can open custodial (UGMA/UTMA) accounts for minors.
The firm's investment approach combines value-oriented equity selection with selective use of options and other derivatives to generate premium and income, most notably bull put spreads and occasional call- or put-writing, while generally favoring a passive, buy-and-hold posture. Portfolios are constructed after suitability assessments and may use dollar-cost averaging, fundamental and technical analysis, and model portfolios; options trading requires client approval and risk disclosures and is subject to suitability constraints.
Distinctive features compared with many peers include an explicit prohibition on cryptocurrency trading, an operational reliance on Interactive Brokers (including offering portfolio‑margin capabilities for experienced traders), and the firm's disclosed arrangement to provide insurance products through Primerica, which can create commission-related conflicts of interest. The brochure also discloses the firm’s very small scale—managing roughly $30,000 for a very limited client base—which may affect the firm’s resources and the scope of its services relative to larger advisers.
Client services
Expertise
Fee options
Up to 1.5% annually, billed quarterly in arrears, negotiable based on client circumstances
Main office
Palm Springs CA
Advisors at this office
1
Most active in
California
Also doing business as
Lobelkarimi, Lucian, Mohssin · Luke Capital
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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