Luma Capital
Luma Capital is an SEC-registered wealth manager in Naples, FL with $135.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Luma Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119576, SEC 801-61140, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $135.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Naples, FL
- Employees
- 2
- Clients
- 72
- CRD
- 119576
- Ownership
- KELLER, DANIEL, NICHOLAS; ALEXANDER, EVAN, ANTHONY; KELLER, ANN, KAREN
How much AUM does Luma Capital have?
Luma Capital reported $135.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Luma Capital?
Disclosed owners and executives of Luma Capital include KELLER, DANIEL, NICHOLAS, ALEXANDER, EVAN, ANTHONY, KELLER, ANN, KAREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.