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LUMINARY FINANCIAL ADVISORS, LLC
CRD 305865
1980 N. ATLANTIC AVE, UNIT 411, COCOA BEACH, FL, 32931, United States
Phone
(321)333-4923
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.9M
Discretionary AUM
$18.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $10.4M |
| High net worth individuals | 5 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD