LUMA Capital, LLC

Overview

LUMA Capital, LLC is a global multi-family office based in Naples, Florida, founded in 2003. Its activities include private investments, family businesses, public markets, and asset allocation. Its Form ADV lists financial planning, portfolio management for individuals, small businesses and institutions, selecting other advisers, and other services. Clients include individuals, high-net-worth individuals, pooled vehicles, and other clients. The firm is registered with the SEC as an investment adviser and reported $135.8M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and pooled vehicles.

Services

• Financial planning
• Portfolio management
• Selecting other advisers
• Other advisory services

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Selecting other advisers
• Other

Location

See more firms in Florida and Naples.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 119576), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.