{"url":"https://nivawealth.com/firms/lunt-capital-management-125183","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/125183","regulatoryAum":601487839,"crd":"125183","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6002628","suffix":null,"lastName":"HESSENTHALER","firstName":"RYAN","middleName":"GEORGE"},{"crd":"4641670","suffix":null,"lastName":"LUNT","firstName":"JOHN","middleName":"LARRY"},{"crd":"7370955","suffix":null,"lastName":"LUNT","firstName":"JOSEPH","middleName":"J"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-24","regulatoryAum":476205501,"clients":197,"employees":8,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":506216428,"clients":204,"employees":8,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":466587516,"clients":220,"employees":7,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":521069114,"clients":220,"employees":7,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":600858022,"clients":221,"employees":7,"offices":1},{"filedOn":"2026-03-12","regulatoryAum":601487839,"clients":232,"employees":7,"offices":1}],"secFileNumber":"801-70051","legalName":"Lunt Capital Management Inc.","displayName":"Lunt Capital Management","slug":"lunt-capital-management-125183","website":"https://luntcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/125183/410edc6c84e921ed-r1.webp","tone":"dark","width":479,"height":200,"sourceUrl":"http://www.luntcapital.com/","sourceLabel":"Lunt Capital Management Inc., website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"founded":null,"organization":"Utah corporation","fiscalYearEnd":"December","headquarters":{"street":"4725 S. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lunt Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Lunt Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lunt Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lunt Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lunt Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lunt Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Lunt Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Lunt Capital Management?","answer":"Lunt Capital Management’s main office is at 4725 S. Holladay BLVD, Ste 220, Holladay, UT 84117. Its phone number is 801-503-3035. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}