# Lunt Capital Management Lunt Capital Management is a Bank / Wealth / Trust based in Holladay, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Holladay, United States - **Region:** North America - **Address:** Holladay, UT, United States - **Founded:** 2003 - **Assets under management:** Undisclosed - **Website:** luntcapital.com - **LinkedIn:** https://www.linkedin.com/company/lunt-capital-management-inc ## Regulatory record - **CRD number:** 125183 - **SEC file number:** 801-70051 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125183 ## About Lunt Capital Management was founded in 2003 and is headquartered in Holladay, Utah. The firm is best known in the marketplace as the architect and sponsor behind the Lunt Capital US Large Cap Equity Rotation ETF and related momentum-driven mandates. Rather than simply tracking a static benchmark, Lunt's investment approach uses a systematic, rules-based process to allocate capital toward market segments exhibiting the strongest relative momentum. This positions the firm as a specialized quant shop within the broader registered investment advisor community. The stated objective is participation in rising markets with a built-in mechanism to pivot defensive when momentum weakens. Lunt's strategies are typically executed through a proprietary index series, with the firm serving as both the index provider and the investment advisor to the funds. The geographic footprint is concentrated in US-listed securities, though the underlying holdings span multiple macroeconomic sectors including technology, healthcare, and financials. Lunt Capital Management operates from a single office in the Salt Lake City metropolitan area. The firm provides investment advisory services to a mix of individual investors, pension plans, trusts, and corporations, according to its Form ADV disclosures. While it functions as a registered investment advisor, its public identity is tightly intertwined with the performance and distribution of its namesake ETF family. The firm's recent regulatory filings indicate it continues to manage the same suite of tactical allocation products that brought it initial recognition. Lunt's structural differentiator lies in its dual role as both an ETF sponsor and investment advisor executing a proprietary index strategy. Most asset managers license a third-party index for their ETFs; Lunt built and maintains its own quantitative framework in-house. ## Questions ### Does Lunt Capital Management offer traditional buy-and-hold portfolios? The firm's flagship offerings are built around tactical rotation, not static asset allocation. While Lunt Capital Management is a registered investment advisor that can serve individuals, pension plans, and trusts, its public product shelf is defined by exchange-traded funds that systematically shift exposure. The absence of a traditional, long-only, cap-weighted index fund in its known product lineup is a defining feature of the firm. ### What regulatory structure does Lunt Capital Management operate under? Lunt Capital Management is structured as a registered investment advisor (RIA) in the United States. The firm files Form ADV with the Securities and Exchange Commission, which details its advisory services, fee schedules, and client base. As an RIA, it owes a fiduciary duty to its advisory clients under the Investment Advisers Act of 1940. ### Where does Lunt Capital Management source its investment signals? Lunt's investment signals are derived from a quantitative, rules-based momentum model developed in-house. The methodology focuses on relative-strength comparisons across discrete market segments to determine rotation triggers. The firm's regulatory filings describe a systematic process that eliminates discretionary manager override, making the strategy fully algorithmic in its execution. ## Related profiles - [Lungershausen Eggensperger Enzler & Partner](https://altss.com/profile/lungershausen-eggensperger-enzler-partner) - [Luolai Lifestyle Technology](https://altss.com/profile/luolai-lifestyle-technology) --- Source record modified: 2026-08-11T02:43:31.692Z Last verified: not supplied by this public snapshot. ## Sources and provenance - Organization website as recorded: https://luntcapital.com/ - Regulatory source: https://adviserinfo.sec.gov/firm/summary/125183 Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology). Canonical page: https://altss.com/profile/lunt-capital-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology