# Lunt Capital Management Inc.

> Lunt Capital Management Inc. is an SEC-registered investment advisory firm in Holladay, UT, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 125183
- Filed as: LUNT CAPITAL MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holladay, UT
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125183
- AdvisorCensus page: https://advisorcensus.com/firm/lunt-capital-management-inc-holladay-ut-125183

## Quick answers

**How is Lunt Capital Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lunt Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Lunt Capital Management Inc. located?**
Lunt Capital Management Inc.'s principal office is in Holladay, UT, according to its Form ADV.

**Is Lunt Capital Management Inc. registered with the SEC or a state?**
Lunt Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 125183.

**How much does Lunt Capital Management Inc. manage?**
Lunt Capital Management Inc. reports $601,487,839 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (47% discretionary).

**How have Lunt Capital Management Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Lunt Capital Management Inc.: Regulatory assets under management: $476,205,501 in the October 2021 data and $601,487,839 in the October 2026 data, up 26%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lunt Capital Management Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (75); corporations or other businesses not listed above (49).

**Which custodians does Lunt Capital Management Inc. use?**
Lunt Capital Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ameriprise Financial Services, LLC, Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Lunt Capital Management Inc. 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/125183

**What changed in Lunt Capital Management Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Minimum annual fee: None

> We do not currently impose any minimum annual fees or account minimums.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ameriprise Financial Services, LLC
- Charles Schwab & Co., Inc.
- Pershing Advisor Solutions LLC

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: $601,487,839
- Discretionary: $283,596,463
- Non-discretionary: $317,891,376

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $10,598,177 |
| High net worth individuals | 86 | $109,912,629 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $38,133,507 |
| Charitable organizations | 6 | $14,077,598 |
| Other investment advisers | 9 | $340,430,868 |
| Corporations or other businesses not listed above | 49 | $88,335,060 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $476,205,501 | 8 | March 24, 2021 |
| October 2022 | $506,216,428 | 8 | March 29, 2022 |
| October 2023 | $466,587,516 | 7 | March 28, 2023 |
| October 2024 | $521,069,114 | 7 | March 25, 2024 |
| October 2025 | $600,858,022 | 7 | March 28, 2025 |
| October 2026 | $601,487,839 | 7 | March 12, 2026 |

Regulatory assets under management: $476,205,501 in the October 2021 data and $601,487,839 in the October 2026 data, up 26%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lunt Capital Management Inc. (CRD 125183): Form ADV filing data as of October 2026.