LUMINIST Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Luminist Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations and other business entities, delivering tailored financial planning, portfolio management, and consulting. The firm also helps clients select and monitor third‑party advisers and offers co‑advisory arrangements in which it manages accounts for other registered advisers.
The adviser begins client work with a data‑gathering discovery process to determine goals, risk tolerance and time horizons, then places clients in one or more model portfolios and implements asset allocation, tactical adjustments, and periodic rebalancing. Luminist uses a mix of fundamental and technical analysis and typically manages client accounts on a discretionary basis while allowing client‑imposed investment restrictions.
The brochure highlights a number of features that differentiate the firm: its holding company co‑owns Advisory Advocates, LLC and RM Investment Strategies, LLC, and Luminist describes promoter and sub‑advisory arrangements in which it may share management fees—conflicts it says it addresses through disclosure and its Code of Ethics. The firm reports about $104.6 million in discretionary assets and $71.6 million under advisement while serving roughly 530 clients with a five‑advisor team, and it notes annual model‑portfolio reviews and monitoring and reporting of third‑party adviser performance.
Client services
Expertise
Fee options
Financial planning fixed fee ranges from $500 to $10,000
2.00% annually, negotiable
Financial planning hourly rate ranges from $150 to $1,000 per hour
Minimum fee: Financial planning fixed fee ranges from $500 to $10,000 Fee-only: Hourly financial planning fees range from $150 to $1,000 per hour
Main office
935 Kings Highway, Suite 300
West Deptford NJ 08086
Advisors at this office
5
Most active in
Florida · Georgia · Indiana · Kentucky · Louisiana · Michigan · New Jersey · Ohio · Rhode Island · South Carolina · Texas
Also doing business as
Luminist Capital, LLC · Spicer Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Brent D
Series 65
Grand Rapids, MI
LUMINIST Capital, LLC
Brent Delabarre is a Series 65-licensed advisor with LUMINIST Capital, LLC in Grand Rapids, MI. He has one year of industry experience and previously worked in various roles at Pfizer Inc., Mallinckrodt Pharmaceuticals, Optofluidic Bioassay, and Hygieia Inc. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a mix of fundamental and technical analysis to manage client accounts, providing tailored portfolio management, consulting, and co‑advisory arrangements.
Aaron S
Series 63, Series 65
Grand Rapids, MI
LUMINIST Capital, LLC
Aaron Stine is a financial advisor with LUMINIST Capital, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Advisory Advocates LLC and LPL Financial, LLC. Outside of his financial advisory work, Stine is involved in residential construction through his ownership of Manly Work, LLC, and also engages in project management with TS Contracting. LUMINIST Capital offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm emphasizes tailored financial planning, portfolio management, and consulting, utilizing a data-driven discovery process and a combination of fundamental and technical analysis to manage client accounts.
John T
Series 65
Grand Rapids, MI
LUMINIST Capital, LLC
John Timmermans is a financial advisor at LUMINIST Capital, LLC in Grand Rapids, MI, holding a Series 65 license with 11 years of industry experience. His previous roles include positions at Advisory Advocates LLC and RM Investment Strategies, LLC. He is also involved with the Grand Rapids Yacht Club in a non-investment capacity. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a mix of fundamental and technical analysis to manage client portfolios, typically on a discretionary basis, and offers tailored financial planning, portfolio management, and consulting.
Justin B
Series 65
Grand Rapids, MI
LUMINIST Capital, LLC
Justin Biebel is a financial advisor at LUMINIST Capital, LLC with four years of industry experience. He holds the Series 65 designation and has worked with firms including RM Investment Strategies, LLC and 616 Advisors, where he served as Vice President of Exchange Traded Products. Outside of his advisory roles, he is a member of Advisory Advocates, LLC. LUMINIST Capital provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis to manage accounts, emphasizing tailored financial planning, portfolio management, and co-advisory arrangements.
Julie L
Series 63, Series 65
West Deptford, NJ
LUMINIST Capital, LLC
Julie Lesicki is a financial advisor at LUMINIST Capital, LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Horter Investment Management, LLC for 10 years. In addition to her advisory role, she is involved in business development and marketing initiatives through Safe Harbor Financial. LUMINIST Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm offers model-driven, ETF-focused portfolios and tailored planning, serving both high-net-worth and non-HNW clients.
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