RIA Intel›Advisers›Colorado›LUNA INVESTMENT SERVICES INC.

LUNA INVESTMENT SERVICES INC.

Advisory

CO

Data as of Jun 11, 2026 · Source: SEC Form ADV

Average account

$324K

across 21 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

SKIDMORE ADVISORY SERVICES, INC.

$7M

SCOPE WEALTH MANAGEMENT, LLC

$7M

FINANCIAL LIFE JOURNEYS, LLC

$7M

ASCENT INVESTMENT ADVISORS, LLC

GREENWOOD VILLAGE, CO

$7M

BRAVERMAN WEALTH ADVISORS, LLC

$6M

AMAZONITE INVESTMENTS LLC

$6M

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