$135.8M Total AUM
$84.8M Disc. AUM
3.7% 3Y CAGR
2 Employees
72 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2002
- Office Locations
- 1
Office Locations
4850 Tamiami Trail North Suite 301 Naples FL
About Luma Capital
LUMA Capital is a Naples, FL registered investment adviser founded in 2001, providing investment advisory and consulting to individuals and families. The firm advises on private investments, family businesses, public markets, and portfolio asset allocation, with investment decisions overseen by Daniel Keller. Custody is held at Charles Schwab.
Team overview
-- AVG AGE
$67.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
21.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Vital value Timber Bridge fusion Ember radial Prime radial Delta meridian
Client Personas
Alpha oak
Custodian
Prime catalyst
Fund Managers
Momentum
Investment Themes
Bridge meridian
Investment Vehicles
Element Zenith matrix
Services
Optima
Owner & Executives
DANIEL NICHOLAS KELLER
Chief Compliance Officer, President
- CRD
- #4531116
- Ownership
- 75% or more
(247) 207-7924
radial.glacier@harborcapital.com
in linkedin.com/in/wave-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,789,452 | $2,231,301 |
| Non-Discretionary | $50,997,193 | $1,499,917 |
| Total | $135,786,645 | $1,885,926 |
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Separately Managed Accounts
Total SMA Asset: $108,382,417
Equity - Exchange:
22.6% U.S. Government/Agency:
18.1% Other:
6.2% Corporate - Investment Grade:
24.8% Cash:
17.2% Municipal Bonds:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $519,667,415 | 22.6% |
| U.S. Government/Agency | $416,193,815 | 18.1% |
| Other | $142,563,627 | 6.2% |
| Corporate - Investment Grade | $570,254,508 | 24.8% |
| Cash | $395,499,094 | 17.2% |
| Municipal Bonds | $255,234,881 | 11.1% |
| Total | $2,299,413,340 | 100.0% |