Chester, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Luna Capital Management, LLC
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About
Luna Capital Management serves individual and high‑net‑worth clients, offering discretionary and non‑discretionary portfolio management alongside financial planning and pension/401(k) consulting. The firm provides estate‑planning coordination and standalone planning engagements that clients may choose to implement themselves or have the firm manage on an ongoing basis.
LCM tailors investment advice to each client’s objectives, time horizon, and risk tolerance, employing asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. The firm may incorporate options and other derivative strategies into managed accounts with client consent, and it emphasizes ongoing suitability reviews and the tax implications of its strategies.
Noteworthy aspects include that the firm’s principal is also a licensed insurance agent who may offer commissionable insurance products (the firm discloses this activity and its potential conflict), and the firm participates in a clearing/custody program that provides research and other benefits from its custodians. LCM recently moved to SEC registration after surpassing $100 million in AUM, operates with a small advisory team, and discloses the use of service providers that employ artificial intelligence/machine‑learning along with related due‑diligence safeguards.
Based on Luna Capital Management, LLC
Location
Chester CA
Advisors at this office
1
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