A complete list of active advisors currently associated with Luxe Capital Management Inc.
Warmer can help you find a great advisor at Luxe Capital Management Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Luxe Capital Management Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Elizabeth, NJ
| 6
|
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