Luxe Capital Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Luxe Capital Management is a registered investment adviser founded in 2024 that offers portfolio management, financial planning and consulting, retirement plan consulting, and the selection of other advisers for both institutional and individual clients. The brochure lists client types that include individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, and business entities.
The firm describes a multi-method investment approach using fundamental, technical, and cyclical analysis and employs long-term, short-term, and trading strategies while typically managing accounts on a discretionary basis. The inclusion of short-term purchases, trading, and technical/cyclical analysis in the brochure indicates an investment process that can involve market-timing and higher trading activity and related risks.
Noteworthy details in the brochure that distinguish the firm from many peers include a reported absence of assets under management as of April 2025, disclosures that advisor representatives may recommend insurance products (such as annuities and life insurance) and may receive commissions with prior disclosure and waiver, and the availability of hourly or fixed-fee consulting alongside percentage-based fees. The brochure also highlights retirement-plan/pension consulting and the firm’s ability to select or compensate other advisers and to compensate third parties for client referrals, practices that are less common among firms in this category.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Market timing
Expertise
Passive / index investing
Fee options
Financial Planning and Consulting Services may be charged as fixed fees (negotiable)
Financial Planning: $250 per hour (negotiable); Consulting Services: $200 per hour (negotiable)
Account minimum: $250,000.00
Main office location
Luxe Capital Management Inc.
1207 East Grand Street, 2 Nd Floor
Elizabeth NJ 07201, United States
Number of offices
1
Most active in
Luxe Capital Management Inc. has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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