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, LLC provides investment management, model portfolio strategies, financial planning and customized option overlay strategies to individuals, high-net-worth clients, trusts, estates and business entities. As of January 1, 2026 the firm reports $104.6 million in discretionary assets under management and serves roughly 530 clients through a four-advisor team, offering both discretionary and non-discretionary portfolio management as well as written and tailored financial planning. The firm manages a suite of model portfolios — including Market Participation, Tactical Market Participation, All Weather and Risk Managed models — that combine low-cost ETFs, tactical allocations and ETF-based options overlays, with quarterly rebalancing and customization options. Luminist’s approach blends passive broad-market exposure with actively managed regime-based and hedged strategies, and it also constructs individualized stock portfolios and bespoke option overlays for concentrated equity positions. Distinctive features disclosed in the brochure include its corporate affiliations: Luminist Holdings co-owns several other registered advisers and an insurance agency, and the firm acts as a subadvisor, co-adviser and promoter for third-party advisers with disclosed fee-sharing arrangements. The brochure also describes model-level performance comparisons and shows $71.6 million in assets under advisement, and the firm operates with a relatively high client-to-advisor ratio (roughly 130 clients per advisor), which the firm indicates can involve delegation to third-party managers and formalized promoter/co-advisory relationships.

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.