AdvizorPro

Luminist Capital, LLC

Luminist Capital, LLC. CRD 173396

L

CRD: 173396

Luminist Capital, LLC

Grand Rapids, MI
6166004517
$104.6M Total AUM
$104.6M Disc. AUM
0.5% 3Y CAGR
5 Employees
531 ADV. Clients
11 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
Clients
Retail
Platforms
Optima unisonVital timber
Established Date
03-25-2015
Office Locations
3

Office Locations

935 Kings Highway Suite 300 West Deptford NJ
-- Grand Rapids MI
-- Saint Johns MI

About Luminist Capital, LLC

Luminist Capital, LLC is a retail RIA based in Grand Rapids, MI, providing financial planning, estate planning and insurance support alongside discretionary asset management and portfolio construction. The firm emphasizes active, risk-managed asset allocation using ETFs, mutual funds and fixed income, and may incorporate alternative investments/real estate exposure. Common custodians include Schwab and Fidelity.

Team overview

46 AVG AGE
$20.9M AVG AUM / ADVISOR
$197.0K AVG AUM / CLIENT
3.6 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age

Insights

Unlock to see real insight on frontier vital legacy.
Unlock to compare peer behavior around catalyst beacon.
Premium access reveals conviction themes in insight prime alpha.
Upgrade to reveal position-level detail across catalyst foundation.
See the complete signal summary connected to delta.
Request access to benchmark trends tied to north wave.
Open the full profile to inspect shifts in unison quantum.
Upgrade to reveal position-level detail across vital optima.

Asset Classes

Oak harbor Unison signal Beacon element Atlas

Custodian

Focus

Investment Themes

Element signal Insight Zenith

Investment Vehicles

Eagle crest Insight

Platform

Catalyst

Services

Pioneer vector Summit Capital Vital Harbor quantum

Technology

Momentum harbor Timber

Owner & Executives

JUSTIN JOHN BIEBEL

JUSTIN JOHN BIEBEL

Chief Investment Officer, Partner

CRD
#2778752
Ownership
Less than 5%
(207) 224-2597
north.capital@peakcapital.com
in linkedin.com/in/glacier-atlas
JOHN MICHAEL TIMMERMANS

JOHN MICHAEL TIMMERMANS

Chief Compliance Officer, Manager, Partner

CRD
#6546899
Ownership
Less than 5%
(505) 274-4666
focus.element@unisoncapital.com
in linkedin.com/in/north-ember

Showing 2 of 2 owners & executives

Unlock all

Contacts

B

BRENT RICHARD DELABARRE

--

CRD
#8272712
(391) 601-4025
atlas.frontier@beaconcapital.com
in linkedin.com/in/beacon-frontier
J

JULIE LYNN LESICKI

--

CRD
#4889735
(836) 918-9604
prime.frontier@alphacapital.com
in linkedin.com/in/radial-eagle
V

Vital unison

Timber peak

CRD
#53975
(792) 211-2316
zenith.peak@quantumcapital.com
in linkedin.com/in/prime-foundation

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2022
03-15-2023
11-08-2024
11-18-2025
05-26-2026
Category Assets AVG. Account size
Discretionary $104,592,075 $133,921
Non-Discretionary $0 --
Total $104,592,075 $133,921

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $104,592,075

$104.6M Total SMA
Public Funds:
14.7%
Cash:
14.2%
Equity - Exchange:
28.7%
Corporate - Investment Grade:
5.8%
Municipal Bonds:
11.5%
U.S. Government/Agency:
25.1%
Asset class Assets Assets %
Public Funds $895,013,532 14.7%
Cash $864,570,895 14.2%
Equity - Exchange $1,747,407,373 28.7%
Corporate - Investment Grade $353,134,591 5.8%
Municipal Bonds $700,180,655 11.5%
U.S. Government/Agency $1,528,220,385 25.1%
Total $6,088,527,431 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CAPITAL UNISON VERTEX FUSION BRIDGE ZVRPEYRYS HYKOL 7.58% $97,982,892
FOCUS SIGNAL VECTOR PATHWAY WY2B4KUXP ZVGCH 10.55% $54,334,126
SIGNAL INSIGHT WAVE CAPITAL YUINSLQM9 LKAOI 11.84% $39,568,258
VECTOR CAPITAL FUSION RIDGE MERIDIAN 136YNP7KQ DYEWC 9.85% $1,052,495
CREST MOMENTUM NORTH CREST CREST K31F9YDBI SOYMJ 8.43% $51,554,799
FRONTIER HARBOR PRIME SUMMIT T8XTYE8DD LZZR 7.32% $1,102,249
FOCUS FUSION PIONEER SIGNAL CE8YW5IED OZCPD 3.41% $1,733,578
QUANTUM FRONTIER FRONTIER HARBOR RIDGE NZXNTV98Y JEEP 7.98% $7,621,449

Start a free trial and
prospect smarter