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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

LUNT CAPITAL MANAGEMENT INC.

CRD 125183

HOLLADAY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6352285b-ef6b-1855-dde0-7e3f2ad2dd40

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Nov 15, 2011 to Mar 12, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.2 fund_share=0.57 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $601MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $284M
Private client RAUM: $121MderivedItem 5.D individuals plus high net worth individuals
Private client share: 20%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $200Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 560
Individual clients: 75
High net worth clients: 86
SEC number: 801-70051
CIK: 1608034
CRD: 125183
Filings on the tape: 26
First filed: Nov 15, 2011
Latest filed: Mar 12, 2026
Organised: Corporation, UT
Website: luntcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN LARRY LUNT	n/a	HOLLADAY, UT	23	24	n/a	no
RYAN GEORGE HESSENTHALER	n/a	HOLLADAY, UT	14	15	n/a	no
JOSEPH J LUNT	n/a	HOLLADAY, UT	3	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HESSENTHALER, RYAN, GEORGE	COO, CCO, & SHAREHOLDER	C	yes	06/2012	Mar 27, 2013	Mar 25, 2024
LUNT, JOHN, LARRY	PRESIDENT & SHAREHOLDER	C	yes	01/2003	Nov 15, 2011	Mar 25, 2024
LUNT, LARRY, VERNON	Shareholder	B	yes	01/2003	Nov 15, 2011	Mar 25, 2024
LUNT, SUSAN, CHILD	Shareholder	B	yes	01/2006	Nov 15, 2011	Mar 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ROBERT LUNT	n/a	n/a	n/a	Y	no	n/a
ZACHARY NAPIERSKI	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$601M	$284M	7	3	0	n/a	n/a
2024	Mar 28, 2025	$601M	$293M	7	3	0	n/a	n/a
2023	Mar 25, 2024	$521M	$228M	7	3	0	n/a	n/a
2022	Mar 28, 2023	$467M	$284M	7	3	0	n/a	n/a
2021	Mar 29, 2022	$506M	$398M	8	2	0	n/a	n/a
2020	Mar 24, 2021	$476M	$339M	8	2	0	n/a	n/a
2019	Mar 27, 2020	$321M	$192M	5	2	0	n/a	n/a
2018	Mar 29, 2019	$314M	$205M	5	2	0	n/a	n/a
2017	Mar 29, 2018	$286M	$208M	5	2	0	n/a	n/a
2016	Mar 30, 2017	$191M	$118M	7	4	n/a	n/a	n/a
2015	Mar 29, 2016	$152M	$80.6M	7	3	n/a	n/a	n/a
2014	Mar 30, 2015	$166M	$79.6M	7	3	n/a	n/a	n/a
2013	Mar 28, 2014	$105M	$83.8M	7	3	n/a	n/a	n/a
2012	Mar 27, 2013	$113M	$79.9M	7	5	n/a	n/a	n/a
2011	Mar 29, 2012	$129M	$109M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$601M	$601M	0.1%	$467M	8.8%	7	7	0	0

Relationships

Registered with (4)

← JOSEPH J LUNTAdvisorregistration: current employment
Jan 25, 2023 to presentfactForm ADV
← RYAN GEORGE HESSENTHALERAdvisorregistration: current employment
Mar 27, 2012 to presentfactForm ADV
← JOHN LARRY LUNTAdvisorregistration: current employment
Jul 7, 2003 to presentfactForm ADV
← RYAN SIMMONS RICHARDSAdvisorregistration: previous registration
Aug 10, 2012 to Mar 28, 2013factForm ADV

Affiliated with (1)

← ELKHORN INVESTMENTSRegistered adviserother investment adviser
factForm ADV

Controls (4)

← LUNT, JOHN, LARRYOwnerPRESIDENT & SHAREHOLDER, ownership code C, individual
Nov 15, 2011 to Mar 25, 2024factForm ADV
← LUNT, LARRY, VERNONOwnerSHAREHOLDER, ownership code B, individual
Nov 15, 2011 to Mar 25, 2024factForm ADV
← LUNT, SUSAN, CHILDOwnerSHAREHOLDER, ownership code B, individual
Nov 15, 2011 to Mar 25, 2024factForm ADV
← HESSENTHALER, RYAN, GEORGEOwnerCOO, CCO, & SHAREHOLDER, ownership code C, individual
Mar 27, 2013 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 24, 2021
Regulatory AUM changed
Lunt Capital Management Inc. reported RAUM $476.2M, up 49% from $320.6M (2020-06-30 to 2021-03-24)
Form ADVobserved 6 days ago
$156M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6352285b-ef6b-1855-dde0-7e3f2ad2dd40
First observed: Nov 15, 2011
Last observed: Mar 12, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LUNT CAPITAL MANAGEMENT INC.

CRD 125183

HOLLADAY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6352285b-ef6b-1855-dde0-7e3f2ad2dd40

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN LARRY LUNT

n/a

HOLLADAY, UT

n/a

RYAN GEORGE HESSENTHALER

n/a

HOLLADAY, UT

n/a

JOSEPH J LUNT

n/a

HOLLADAY, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HESSENTHALER, RYAN, GEORGE

COO, CCO, & SHAREHOLDER

yes

06/2012

Mar 27, 2013

Mar 25, 2024

LUNT, JOHN, LARRY

PRESIDENT & SHAREHOLDER

yes

01/2003

Nov 15, 2011

Mar 25, 2024

LUNT, LARRY, VERNON

Shareholder

yes

01/2003

Nov 15, 2011

Mar 25, 2024

LUNT, SUSAN, CHILD

Shareholder

yes

01/2006

Nov 15, 2011

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ROBERT LUNT

n/a

ZACHARY NAPIERSKI

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$601M

$284M

n/a

2024

Mar 28, 2025

$601M

$293M

n/a

2023

Mar 25, 2024

$521M

$228M

n/a

2022

Mar 28, 2023

$467M

$284M

n/a

2021

Mar 29, 2022

$506M

$398M

n/a

2020

Mar 24, 2021

$476M

$339M

n/a

2019

Mar 27, 2020

$321M

$192M

n/a

2018

Mar 29, 2019

$314M

$205M

n/a

2017

Mar 29, 2018

$286M

$208M

n/a

2016

Mar 30, 2017

$191M

$118M

n/a

2015

Mar 29, 2016

$152M

$80.6M

n/a

2014

Mar 30, 2015

$166M

$79.6M

n/a

2013

Mar 28, 2014

$105M

$83.8M

n/a

2012

Mar 27, 2013

$113M

$79.9M

n/a

2011

Mar 29, 2012

$129M

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$601M

0.1%

$467M

8.8%