Lunt Capital Management Inc.
- Regulatory AUM
- $601M
- Discretionary
- $284M
- Clients
- 232
- Avg AUM / client
- $2.6M
- Accounts
- 560
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Investments (13F portfolio — 97 positions, $260,463,922)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | FLOATNG RAT TREA | $42,884,596 | 851,899 | 16.5% | 7.13% |
| 2 | Pacer Fds Tr | LUNT LRGCP MULTI | $13,862,409 | 267,562 | 5.32% | 2.3% |
| 3 | Texas Pacific Land Corporati | COM | $11,709,768 | 24,675 | 4.5% | 1.95% |
| 4 | Pacer Fds Tr | LUNT MDCAP MLT | $10,701,740 | 223,607 | 4.11% | 1.78% |
| 5 | First Tr Exchange Traded Fd | LUNT US FACTOR | $10,314,457 | 289,189 | 3.96% | 1.71% |
| 6 | Pacer Fds Tr | LUNT LRG CP ALTR | $9,335,183 | 212,734 | 3.58% | 1.55% |
| 7 | Davis Fundamental Etf Tr | SELECT US EQTY | $7,947,203 | 156,626 | 3.05% | 1.32% |
| 8 | Spdr Series Trust | STATE STREET SPD | $7,284,097 | 79,486 | 2.8% | 1.21% |
| 9 | First Tr Exchange Traded Fd | FST LOW OPPT EFT | $6,947,051 | 139,471 | 2.67% | 1.15% |
| 10 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $6,543,512 | 34,095 | 2.51% | 1.09% |
| 11 | Ishares Tr | CORE MSCI TOTAL | $6,217,980 | 71,768 | 2.39% | 1.03% |
| 12 | Spdr Series Trust | STATE STREET SPD | $6,073,990 | 237,080 | 2.33% | 1.01% |
| 13 | Vanguard Index Fds | TOTAL STK MKT | $5,840,346 | 18,205 | 2.24% | 0.97% |
| 14 | Ishares Tr | TRS FLT RT BD | $5,165,273 | 102,020 | 1.98% | 0.86% |
| 15 | Pimco Etf Tr | ACTIVE BD ETF | $5,118,402 | 55,466 | 1.97% | 0.85% |
| 16 | Pacer Fds Tr | US CASH COWS 100 | $4,992,413 | 79,802 | 1.92% | 0.83% |
| 17 | Ssga Active Etf Tr | STATE STREET DOU | $4,939,790 | 124,334 | 1.9% | 0.82% |
| 18 | Ramaco Res Inc | COM CL A | $4,882,825 | 315,836 | 1.87% | 0.81% |
| 19 | Tcw Etf Trust | FLEXIBLE INCOME | $4,725,830 | 120,342 | 1.81% | 0.79% |
| 20 | Spdr Series Trust | STATE STREET SPD | $4,516,855 | 59,013 | 1.73% | 0.75% |
| 21 | Schwab Strategic Tr | FUNDAMENTAL INTL | $4,166,928 | 85,161 | 1.6% | 0.69% |
| 22 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $4,060,562 | 78,193 | 1.56% | 0.68% |
| 23 | Davis Fundamental Etf Tr | SELCT INTL ETF | $3,672,121 | 136,434 | 1.41% | 0.61% |
| 24 | Ishares Tr | INVESTMENT GRADE | $3,508,957 | 77,873 | 1.35% | 0.58% |
| 25 | Vaneck Etf Trust | MRNGSTR WDE MOAT | $3,451,900 | 35,697 | 1.33% | 0.57% |
Top 25 of 97 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $10.6M | 1.76% |
| High net worth individuals | 86 | $110M | 18.3% |
| Pension and profit sharing plans | 7 | $38.1M | 6.34% |
| Charitable organizations | 6 | $14.1M | 2.34% |
| Other investment advisers | 9 | $340M | 56.6% |
| Corporations and other businesses | 49 | $88.3M | 14.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Larry Lunt | President & Shareholder | Jan 2003 (24y) | 25% – 50% | |
| Lunt, Larry, Vernon | Shareholder | Jan 2003 (24y) | 10% – 25% | |
| Lunt, Susan, Child | Shareholder | Jan 2006 (21y) | 10% – 25% | |
| Ryan George Hessenthaler | Coo, Cco, & Shareholder | Mar 2012 (14y) | 25% – 50% | |
| Joseph J Lunt | Registered representative | Jan 2023 (4y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $292M (48% of AUM) Mar 2026
- Pershing $112M (19% of AUM) Mar 2026
- Ameriprise Financial Services, Inc. $94.5M (16% of AUM) Mar 2026
- Folio Investments, Inc. $56.5M (12% of AUM) Mar 2021
- National Financial Services (Fidelity) $50.8M (11% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗