Luminist Capital, Llc
- Regulatory AUM
- $105M
- Discretionary
- $105M
- Clients
- 530
- Avg AUM / client
- $197K
- Accounts
- 781
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 486 | $79.1M | 75.6% |
| High net worth individuals | 44 | $25.5M | 24.4% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Michael Timmermans | Cco | Aug 2015 (11y) | ≈ 18.75% – 50% via Luminist Holdings, Llc | |
| Justin John Biebel | Cio | Oct 2015 (11y) | ≈ 18.75% – 50% via Luminist Holdings, Llc | |
| Dunn, Kathleen, Erin | Member | Dec 2019 (7y) | ≈ 14.06% – 50% via The Stanley Group Llc | |
| Frederick William Gearhart | Member | Jan 2024 (3y) | ≈ 4.69% – 25% via The Gearhart 2009 Irrevocable Trust | |
| Aaron Michael Stine | Registered representative | Aug 2024 (2y) | ||
| Julie Lynn Lesicki | Registered representative | Nov 2025 (1y) | ||
| Brent Richard Delabarre | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Luminist Holdings, Llc | Shareholder/Member | Jan 2024 | A | 75% or more |
| The Gearhart 2009 Irrevocable Trust | Member | Jan 2024 | B | ≈ 18.75% – 50% via Luminist Holdings, Llc |
| The Stanley Group Llc | Member | Jan 2024 | B | ≈ 18.75% – 50% via Luminist Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Michael Timmermans: 25% – 50% of Luminist Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Justin John Biebel: 25% – 50% of Luminist Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Dunn, Kathleen, Erin: 75% – 100% of The Stanley Group Llc × 25% – 50% of Luminist Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Frederick William Gearhart: 25% – 50% of The Gearhart 2009 Irrevocable Trust × 25% – 50% of Luminist Holdings, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
- The Gearhart 2009 Irrevocable Trust: 25% – 50% of Luminist Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The Stanley Group Llc: 25% – 50% of Luminist Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 05/26/2026 | 1.16 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $103M (98% of AUM) May 2026
- Fidelity Brokerage Services $55.6M (39% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗