Lunt Capital Management Inc.
● SEC registered since 2009CRD 125183SEC# 801-70051Holladay, UT
Reg. AUM
$601.5M
Employees
7
Accounts
560
Location
Holladay, UT
Lunt Capital Management Inc. assets under management
Lunt Capital Management Inc. is a registered investment adviser overseen by the SEC based in Holladay, UT. The firm has been registered since 2009. It reports $601.5 million in regulatory assets under management and employs 7 people.
Lunt Capital Management Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony M Panek Control | Cco | Under 5% | 2026 |
| John Larry Lunt Control | President & Shareholder | 25-50% | 2003 |
| Joseph J Lunt | Shareholder | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Lunt Capital Management Inc. manage?
Lunt Capital Management Inc. reports $601.5 million in regulatory assets under management on its Form ADV.
How many employees does Lunt Capital Management Inc. have?
Lunt Capital Management Inc. reports 7 employees.
Where is Lunt Capital Management Inc. located?
Lunt Capital Management Inc. is based in Holladay, UT and has been SEC-registered since 2009.
Does Lunt Capital Management Inc. disclose fund performance?
Lunt Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4725 S. Holladay Blvd, Ste 220, Holladay, UT 84117 |
| Phone | 801-503-3035 |
| Fax | 801-924-3763 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1608034 |
| Discloses disciplinary history | No |
Regulatory AUM
$601.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$601.5Mregulatory AUM
Discretionary $283.6MNon-discretionary $317.9M