RIA Intel›Advisers›Utah›LUNT CAPITAL MANAGEMENT INC.

LUNT CAPITAL MANAGEMENT INC.

Advisory

N·HOLLADAY, UT

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$601M

1-Year AUM Growth

+15.3%

3-Year CAGR

+5.9%

Employees

3

Assets Under Management

Total AUM$601M

Discretionary AUM$284M

Non-Discretionary AUM$318M

Discretionary %47.1%

Total Clients221

Team

Total Employees3

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record34

First FilingMar 23, 2009

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LUNT CAPITAL MANAGEMENT INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.