# Lunin-Pack Planning and Advice, LLC

> Lunin-Pack Planning and Advice, LLC is an SEC-registered investment advisory firm in Cold Spring, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 334066
- Filed as: LUNIN-PACK PLANNING AND ADVICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cold Spring, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334066
- AdvisorCensus page: https://advisorcensus.com/firm/lunin-pack-planning-and-advice-llc-cold-spring-ny-334066

## Quick answers

**How is Lunin-Pack Planning and Advice, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lunin-Pack Planning and Advice, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lunin-Pack Planning and Advice, LLC located?**
Lunin-Pack Planning and Advice, LLC's principal office is in Cold Spring, NY, according to its Form ADV.

**Is Lunin-Pack Planning and Advice, LLC registered with the SEC or a state?**
Lunin-Pack Planning and Advice, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 334066.

**How much does Lunin-Pack Planning and Advice, LLC manage?**
Lunin-Pack Planning and Advice, LLC reports $32,447,668 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Lunin-Pack Planning and Advice, LLC's assets and staff changed since 2025?**
In the Form ADV data for Lunin-Pack Planning and Advice, LLC: Regulatory assets under management: $26,124,443 in the October 2025 data and $32,447,668 in the October 2026 data, up 24%. Total employees: 1 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lunin-Pack Planning and Advice, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (15).

**Which custodians does Lunin-Pack Planning and Advice, LLC use?**
Lunin-Pack Planning and Advice, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI as a custodian holding 10% or more of its separately managed account assets.

**Does Lunin-Pack Planning and Advice, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334066

**What changed in Lunin-Pack Planning and Advice, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $26,124,443 to $32,447,668 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- SEI

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $32,447,668
- Discretionary: $32,447,668
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $8,432,480 |
| High net worth individuals | 15 | $17,498,543 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,052,740 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,463,905 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lunin-pack.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $26,124,443 | 1 | July 3, 2025 |
| October 2026 | $32,447,668 | 2 | March 31, 2026 |

Regulatory assets under management: $26,124,443 in the October 2025 data and $32,447,668 in the October 2026 data, up 24%.
Total employees: 1 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $26,124,443 to $32,447,668 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lunin-Pack Planning and Advice, LLC (CRD 334066): Form ADV filing data as of October 2026.