Lunt Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Lunt Capital Management reports 232 clients. They include 86 high-net-worth individuals, 75 individual clients, and 49 corporations and other businesses. Of its assets, 47.1% ($284M across 546 accounts) are managed with discretion; $318M across 14 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 2% |
| High-net-worth individuals | 37% | 18% |
| Pension and profit-sharing plans | 3% | 6% |
| Charitable organizations | 3% | 2% |
| Other investment advisers | 4% | 57% |
| Other client typesCorporations and other businesses | 21% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 75 | $10.6M | 1.8% | $141K |
| High-net-worth individuals | 86 | $110M | 18.3% | $1.28M |
| Pension and profit-sharing plans | 7 | $38.1M | 6.3% | $5.45M |
| Charitable organizations | 6 | $14.1M | 2.3% | $2.35M |
| Other investment advisers | 9 | $340M | 56.6% | $37.8M |
| Corporations and other businesses | 49 | $88.3M | 14.7% | $1.8M |
| Total | 232 | $601M | 100% | $2.59M |
- Clients
- 75
- Regulatory AUM
- $10.6M
- AUM share
- 1.8%
- Avg. per client
- $141K
- Clients
- 86
- Regulatory AUM
- $110M
- AUM share
- 18.3%
- Avg. per client
- $1.28M
- Clients
- 7
- Regulatory AUM
- $38.1M
- AUM share
- 6.3%
- Avg. per client
- $5.45M
- Clients
- 6
- Regulatory AUM
- $14.1M
- AUM share
- 2.3%
- Avg. per client
- $2.35M
- Clients
- 9
- Regulatory AUM
- $340M
- AUM share
- 56.6%
- Avg. per client
- $37.8M
- Clients
- 49
- Regulatory AUM
- $88.3M
- AUM share
- 14.7%
- Avg. per client
- $1.8M
Total
- Clients
- 232
- Regulatory AUM
- $601M
- AUM share
- 100%
- Avg. per client
- $2.59M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Lunt Capital Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
John Lunt owns 25% to 50% of Lunt Capital Management. The leadership team of Lunt Capital Management includes President John Lunt. It has 7 employees, 3 of them in advisory roles.
Leadership
- John LuntPresident & Shareholder
- Ryan HessenthalerCOO & Shareholder
- Anthony PanekCCO
- Joseph LuntShareholder
- Sydney LuntShareholder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Ryan George Hessenthaler
- John Larry Lunt
- Joseph J Lunt
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Lunt Capital Management Inc.
John Lunt
Control person · since January 2003
- Owns 25% to 50% of Lunt Capital Management Inc.
Ryan Hessenthaler
Control person · since June 2012
- Owns 10% to 25% of Lunt Capital Management Inc.
Joseph Lunt
since December 2025
- Owns 5% to 10% of Lunt Capital Management Inc.
Sydney Lunt
since January 2006
Lunt Capital Management’s regulatory assets grew from $476M (March 2021) to $601M (March 2026); clients rose from 197 to 232 and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $601M | 232 | 7 | 1 |
| March 2025 | $601M | 221 | 7 | 1 |
| March 2024 | $521M | 220 | 7 | 1 |
| March 2023 | $467M | 220 | 7 | 1 |
| March 2022 | $506M | 204 | 8 | 1 |
| March 2021 | $476M | 197 | 8 | 1 |
Besides its headquarters, Lunt Capital Management has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 4725 S. Holladay BLVD, Ste 220, HolladayHQ
Contact and registration details
- Legal name
- Lunt Capital Management Inc.
- Headquarters
- 4725 S. Holladay BLVD, Ste 220, Holladay, UT 84117
- Website
- luntcapital.com
- Phone
- 801-503-3035
- SEC file
- 801-70051
- Structure
- Utah corporation
- Fiscal year end
- December
Lunt Capital Management uses Charles Schwab ($292M, 59%), Pershing ($112M, 23%) and Ameriprise Financial Services ($94.5M, 19%) as custodians for its separately managed accounts. Lunt Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $292M59%
- Ameriprise Financial ServicesAmeriprise Financial Services, LLC · Minneapolis, MN · $94.5M19%
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $112M23%
At year end, Lunt Capital Management’s separately managed accounts were mostly in funds (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $273M across 90 positions; the largest are Wisdomtree TR (17.1%), Pacer Fds TR (5.6%) and Pacer Fds TR (4.5%).
What the accounts hold
- Stocks7%
- Funds91%
- Bonds1%
- Cash1%
Reported 13F holdings
- $273M
- Reported 13F value
- 90
- Positions
- 49.7%
- In the 10 largest
- +4.7%
- Value vs. prior quarter
- Wisdomtree TR · Floatng Rat Trea17.1%
- Pacer Fds TR · Lunt Lrgcp Multi5.6%
- Pacer Fds TR · Lunt Mdcap Mlt4.5%
- First TR Exchange-traded FD · Lunt US Factor4.3%
- Pacer Fds TR · Lunt Lrg CP Altr3.8%
- Davis Fundamental ETF TR · Select US Eqty3.2%
- Texas Pacific Land Corporati3.0%
- SPDR Series Trust · ST Str Blo 1 ETF3.0%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt2.7%
- First TR Exchange-traded FD · Fst Low Oppt Eft2.5%
Together, the ten largest are 49.7% of reported value.
How many clients does Lunt Capital Management have?
Lunt Capital Management has 232 clients and manages $601 million for them, as of March 2026. They include 86 high-net-worth individuals, 75 individual clients, and 49 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Lunt Capital Management offer?
Lunt Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lunt Capital Management use?
Lunt Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $292M, Pershing Advisor Solutions LLC (Jersey City, NJ), with $112M and Ameriprise Financial Services, LLC (Minneapolis, MN), with $94.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Lunt Capital Management have?
Lunt Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lunt Capital Management invest in?
At the end of its last fiscal year, Lunt Capital Management’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lunt Capital Management?
Lunt Capital Management’s direct owners are John Lunt, Ryan Hessenthaler, Joseph Lunt and Sydney Lunt, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Lunt Capital Management get paid?
Lunt Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Lunt Capital Management registered with the SEC?
Yes, Lunt Capital Management has been registered with the SEC as an investment adviser since 14 April 2009. Its CRD number is 125183 and its SEC file number is 801-70051.
Source: Form ADV Part 1A, Item 1, filed 12 March 2026; IAPD firm record
How do I contact Lunt Capital Management?
Lunt Capital Management’s main office is at 4725 S. Holladay BLVD, Ste 220, Holladay, UT 84117. Its phone number is 801-503-3035. Its website is luntcapital.com.