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LUNA CAPITAL MANAGEMENT, LLC

BURLINGAME, CA · CRD 307687 · IAPD ↗ · (415) 513-5257

$116.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — LUNA CAPITAL MANAGEMENT, LLC (BURLINGAME, CA) is newly SEC-registered with $116.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.