LUMINARY FINANCIAL ADVISORS, LLC

LUMINARY FINANCIAL ADVISORS, LLC of COCOA BEACH, FL is an SEC-registered investment adviser (CRD 305865). Regulatory assets under management: $18.9M.

Registration

• CRD: 305865
• Type: Registered investment adviser
• Location: 1980 N. ATLANTIC AVE, COCOA BEACH, FL, 32931
• Phone: (321)333-4923
• Latest filing: 2026-03-06
• Regulatory AUM: $18.9M
• Discretionary AUM: $18.9M
• Clients: 1
• Accounts: 117

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search