A complete list of active advisors currently associated with LUMINIST Capital, LLC

Warmer can help you find a great advisor at LUMINIST Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at LUMINIST Capital, LLC, 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.