Lunt Capital Management
Lunt Capital Management is a privately held, SEC-registered investment advisor in Holladay, Utah, building rules-based, ETF-implemented factor-rotation strategies (large-cap and mid-cap multi-factor, volatility) distributed to financial advisors via major custodians and UMA platforms, with Private Wealth Management (Holladay, UT) for HNW clients and institutional retirement plans via QBOX Fiduciary Solutions.
- Company typePrivate
- Founded2015
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Lunt Capital Management does
Lunt Capital Management, Inc. is a privately held, SEC-registered investment advisor headquartered in Holladay, Utah, founded by John Lunt and operating with 11–50 employees. The firm designs and manages rules-based, quantitatively driven tactical investment strategies built primarily on exchange-traded funds (ETFs) as implementation vehicles. Its core product suite comprises four factor-rotation strategies — Large Cap Volatility Factor Rotation, Large Cap Multi-Factor Rotation CORE (calculated by Nasdaq as LUNTFCTR), Large Cap Multi-Factor Rotation FOCUSED, and Mid Cap Multi-Factor Rotation — each using transparent monthly rebalancing rules to rotate between factor groups (momentum, quality, value, volatility) of the S&P 500, Nasdaq 500, and S&P MidCap 400 indexes. Underlying index calculation is performed by S&P Dow Jones Indices and Nasdaq Global Indexes, with the custom indices embedded in ETFs, separately managed accounts (SMAs), model portfolios, and unified managed account (UMA) platforms.
Lunt Capital generates revenue exclusively through recurring investment management fees, charging separately managed account clients, online retail investors in select growth portfolios, Private Wealth Management clients (with a $500,000 minimum), and qualified retirement plans accessed via its QBOX Fiduciary Solutions partnership. Distribution is anchored in a B2B model targeting financial advisors, supported by shelf placement on more than 11 major custodian and UMA platforms (TD Ameritrade, Charles Schwab, Fidelity, Pershing, Envestnet-Placemark, Folio, MATC, Nationwide, Trust Co, Adhesion, Axiom, eqis). Marketing relies on long-form content through ETFTrends.com, the charter-member ETF Strategists Roundtable, and the proprietary Investment Trek initiative covering 24 countries and 70,000 miles of on-the-ground meetings with central banks, exchanges, ETF providers, and government officials. Day-to-day operations are led by founder John Lunt and COO Ryan Hessenthaler, both former trustees of the Utah Retirement Systems.
Lunt Capital Management firmographics
Firmographics- Name
- Lunt Capital Management
- Legal name
- Lunt Capital Management, Inc.
- Website
- https://luntcapital.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Lunt Capital Management is a privately held, SEC-registered investment advisor in Holladay, Utah, building rules-based, ETF-implemented factor-rotation strategies (large-cap and mid-cap multi-factor, volatility) distributed to financial advisors via major custodians and UMA platforms, with Private Wealth Management (Holladay, UT) for HNW clients and institutional retirement plans via QBOX Fiduciary Solutions.
- Ownership category
- akta.pro rank
Lunt Capital Management industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Quantitative/Systematic Equity (Active) (FSAAAIAL)
- akta.pro secondary industries
- Large-Cap Equity (Active) (FSAAAIAA), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Lunt Capital Management is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Lunt Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Investment Management Fees: Lunt Capital generates revenue through investment management fees charged for managing investment portfolios and strategies. The company builds and manages tactical ETF investment strategies for financial advisors and individual investors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Private Wealth Management - High Net Worth Individuals and Institutions |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels4 records
Lunt Capital Management product offering
Product offeringCore offering
Lunt Capital Management builds and manages rules-based, tactically allocated investment strategies implemented primarily through transparent ETFs for financial advisors, institutional clients, and high-net-worth individuals. Its core suite includes factor rotation strategies (volatility, multi-factor CORE and FOCUSED across large and mid cap), a lineup of model portfolios distributed via SMAs and UMA platforms, and Private Wealth Management services for clients with a $500,000 minimum. The firm also operates the Investment Trek program to gather global market intelligence from on-the-ground meetings in 24+ countries.
Product overview
Lunt Capital Management offers a suite of rules-based, tactically managed investment strategies primarily implemented through transparent ETFs. The core portfolio offerings include four multi-factor and volatility rotation strategies (Large Cap Volatility Factor Rotation, Large Cap Multi-Factor Rotation CORE, Large Cap Multi-Factor Rotation Focused, and Mid Cap Multi-Factor Rotation), which are available as index-linked products calculated by S&P Dow Jones Indices and Nasdaq Global Indexes. These strategies are distributed through financial advisors and available via separately managed accounts (SMAs) and unified managed account platforms (UMAs). The company also provides Private Wealth Management services for high-net-worth clients with a $500,000 minimum, and operates the Investment Trek educational initiative for global market insights.
Differentiator
Problem solved
Functional benefit
Products and services
- Large Cap Volatility Factor Rotation (USLC) Rules-based, tactical rotation between two volatility factors of the S&P 500 Index: low volatility and high beta. Includes 100 stocks at all times, providing concentrated and tactical exposure to one volatility-related factor; evaluated monthly but only rotates when triggered by index rules.
- Large Cap Multi-Factor Rotation CORE (LUNTFCTR) Rules-based, tactical rotation between the high and low sides of four key factor groups of the Nasdaq 500 Index: momentum, quality, value, and volatility. Includes 50 stocks from each factor group for a total of 200 stocks, providing core exposure to diversified but tactical selection of factors.
- Large Cap Multi-Factor Rotation Focused (LUNTLMFR) Rules-based, tactical rotation between the high and low sides of four key factor groups of the S&P 500 Index: momentum, quality, value, and volatility. Holds 100 stocks from two factor groups for a total of 200 stocks, providing focused exposure to 2 of 8 factors.
- Mid Cap Multi-Factor Rotation (LUNTMMFR) Rules-based, tactical rotation between the high and low sides of four key factor groups of the S&P MidCap 400 Index: momentum, quality, value, and volatility. Holds 80 stocks from two factor groups for a total of 160 stocks, providing focused exposure to 2 of 8 factors.
- Model Portfolios A suite of model portfolio strategies available to financial advisors, including Dynamic Conservative, Dynamic Moderate, Dynamic Aggressive, 7Twelve Conservative, 7Twelve Moderate, 7Twelve Moderately Aggressive, Global Momentum or Low Volatility, U.S. Large Cap Rotation, Global Sectors, Select Country Rotation, Growth Opportunities, and Income Opportunities.
- Private Wealth Management Personalized private wealth management services offered to individuals, companies, trusts, retirement plans, and institutional investors with a minimum of $500,000. Clients receive customized investment allocations and access to all of Lunt Capital's investment strategies.
Companies that use Lunt Capital Management
Customer profileSegments4 records
Ideal customer profiles3 records
Lunt Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
Feature5 records
Lunt Capital Management partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- QBOX Fiduciary SolutionscoreThrough its relationship with QBOX Fiduciary Solutions, Lunt Capital offers turn-key qualified retirement plans (401k, SIMPLE IRA, etc.) for employers, extending their service offerings to retirement plan administration.
- S&P Dow Jones IndicescoreS&P Dow Jones Indices serves as calculation agent for multiple Lunt Capital custom indices including the Lunt Capital U.S. Large Cap Equity Rotation Index, U.S. Large Cap Multi-Factor Rotation Index, and U.S. MidCap Multi-Factor Rotation Index.
- Nasdaq Global IndexescoreNasdaq Global Indexes serves as calculation agent for the Lunt Capital Large Cap Factor Rotation Index (LUNTFCTR), one of Lunt Capital's flagship multi-factor rotation strategies.
- TD AmeritrademinorTD Ameritrade platform hosts Lunt Capital's investment strategies, allowing advisors to access their tactical ETF portfolios through this custodian.
- Charles SchwabminorCharles Schwab platform hosts Lunt Capital's investment strategies, providing access to their tactical ETF portfolios through this major custodian.
- FidelityminorFidelity platform hosts Lunt Capital's investment strategies, providing access to their tactical ETF portfolios through this major custodian.
- PershingminorPershing platform hosts Lunt Capital's investment strategies, providing access to their tactical ETF portfolios through this major custodian.
- EnvestnetminorEnvestnet platform hosts Lunt Capital's investment strategies, providing access to their tactical ETF portfolios through this major platform.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Lunt Capital Management competitors and assessment
Company assessmentBroad incumbents
- BlackRock (iShares): Largest global ETF provider with deep factor, smart-beta, and model portfolio offerings for advisors. Sets the competitive baseline on scale, distribution, and pricing pressure across all advisor-distributed factor strategies.
- Invesco (QQQ / factor ETFs): Major ETF sponsor offering factor, sector, and quantitative strategies as well as model portfolios distributed through advisors. Overlaps with Lunt's factor rotation theme but operates at significantly greater scale across multiple index families.
- GMO (Grantham, Mayo, Van Otterloo): Quantitative asset manager specializing in value, quality, and multi-factor equity strategies. Overlaps with Lunt's factor rotation methodology and serves institutional and advisor clients with comparable systematic approaches.
- AQR Capital Management: Large quantitative asset manager whose factor investing strategies (value, momentum, quality, low-risk) directly overlap the factor groups Lunt rotates between. Competes for institutional and advisor mandates in the same systematic equity category at much larger scale.
- State Street Global Advisors (SPDR ETFs): One of the largest ETF issuers and offers factor and sector strategies through SPDR. Competes in the same advisor and institutional channels where Lunt distributes its custom-index strategies.
Direct peers
- Richardson Barr Wealth Management: Boutique RIA offering tactical ETF model portfolios and factor-based strategies to financial advisors. Closely comparable to Lunt in scale, business model (rules-based, advisor-distributed ETF strategies), and target customer (advisors seeking outsourced tactical asset allocation).
- WisdomTree Investments: ETF issuer with strong factor and systematic equity franchise that competes directly with Lunt's factor rotation strategies in advisor channels. Comparable factor investing focus, but at materially larger AUM scale and with proprietary ETFs as the distribution vehicle.
- Bridgeway Capital Management: Multi-factor, quantitative equity manager offering systematic strategies similar to Lunt's factor rotation products. Comparable boutique scale, factor-based methodology, and advisor-oriented distribution.
- ReSolve Asset Management: Quantitative, multi-asset tactical asset manager that builds systematic ETF-based strategies distributed to advisors and investors. Comparable rules-based methodology and ETF implementation, with somewhat broader multi-asset scope.
- 7Twelve Group: Provider of asset allocation model portfolios specifically referenced within Lunt Capital's portfolio lineup ('7Twelve' strategies). Operates a comparable advisor-distributed model portfolio business with multi-asset tactical strategies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Lunt Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lunt Capital Management leadership team
Management profileNumber of profiles
Profiles2 records
Lunt Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lunt Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lunt Capital Management
What does Lunt Capital Management do?
Lunt Capital Management builds and manages rules-based, tactically allocated investment strategies implemented primarily through transparent ETFs for financial advisors, institutional clients, and high-net-worth individuals. Its core suite includes factor rotation strategies (volatility, multi-factor CORE and FOCUSED across large and mid cap), a lineup of model portfolios distributed via SMAs and UMA platforms, and Private Wealth Management services for clients with a $500,000 minimum. The firm also operates the Investment Trek program to gather global market intelligence from on-the-ground meetings in 24+ countries.
Is Lunt Capital Management a public or private company?
Lunt Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Lunt Capital Management founded?
Lunt Capital Management was founded in 2015. It employs 11 to 50 people.
Where is Lunt Capital Management based?
Lunt Capital Management is headquartered in Salt Lake City, United States, in the North America region.
How does Lunt Capital Management make money?
One revenue line is on record: investment Management Fees.
Who are Lunt Capital Management's main competitors?
Broad incumbents on record are BlackRock (iShares), Invesco (QQQ / factor ETFs), GMO (Grantham, Mayo, Van Otterloo), AQR Capital Management and State Street Global Advisors (SPDR ETFs). Direct peers are Richardson Barr Wealth Management, WisdomTree Investments, Bridgeway Capital Management, ReSolve Asset Management and 7Twelve Group.
Does Lunt Capital Management have an API?
No public API is recorded for Lunt Capital Management.
What industry is Lunt Capital Management in?
Lunt Capital Management's product category is Investment Management. Its primary akta.pro industry code is FSAAAIAL, Quantitative/Systematic Equity (Active), with a secondary code of FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.