Luna Capital Management, LLC

EST. AUM
$116,430,229

CONTACTS

CLIENT ACCOUNTS
266

Firm Details

Metro area San Francisco
CRD Number 307687
Website lunacapm.com
Client types

Overview

Luna Capital Management, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Burlingame, California. Steered under the corporate ownership and principal leadership of its executive officers—including Christine June Woo and Kim Ling Woo—the boutique private wealth practice operates under a strict, uncompromised 100% fiduciary standard of care. The firm is dedicated to crafting highly transparent, customized separate account architectures designed for individual retail savers, private family trusts, and local corporate pension or profit-sharing systems. Rejecting the industry reliance on expensive pre-packaged wirehouse wraps or opaque internal products, Luna Capital focuses heavily on cost-efficient, bottom-up fundamental investing. Their core management strategy favors a disciplined focus on high dividend-yielding domestic and international public equities paired with stable fixed-income positions and institutional low-cost index exchange-traded funds (ETFs) curated to insulate capital, maximize tax flexibility, and smoothly compound income across diverse economic landscapes.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Luna Capital Management, LLC

Platform Details

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