A complete list of active advisors currently associated with Luke Capital
Warmer can help you find a great advisor at Luke Capital or one who fits your needs even better.
Luke Capital is a sole-proprietorship registered investment adviser that serves individual investors with portfolio management, investment advice, retirement planning, and financial planning; it reports $30,000 in assets under management across two clients, charges percentage-of-AUM fees, offers a free initial consultation, and states no account minimum. The firm also provides life insurance advice through an affiliation with Primerica and has a consultative relationship with Devil Dawgs Financial Services LLC for debt reduction and budgeting assistance. The firm’s investment approach emphasizes value-oriented, largely passive portfolio construction using individual stocks and ETFs, supplemented by derivatives strategies—primarily bull put spreads and selective call or put writing—to generate premium and income, with options limited to clients who sign risk disclosures and meet approval. Services are offered on a discretionary basis, custody and execution are recommended through Interactive Brokers (including margin and portfolio-margin capabilities), and the brochure expressly excludes cryptocurrency trading. Notable differences from many peers include the active use of options and access to a professional trading platform despite operating at a very small scale (one advisor, two clients, $30k AUM), and the adviser’s dual role as a licensed insurance agent with commission-based insurance products, which the firm discloses as a potential conflict of interest. The firm also does not participate in wrap-fee programs or accept performance-based fees, and it documents procedures for fee deduction, client reporting, and proxy handling.
To learn more about the advisors currently working at Luke Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Palm Springs, CA
| 9
|
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