Joseph J Lunt

$601M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
INVESTMENT RECOMMENDATIONS, INDEX LICENSING TO MODEL PORTFOLIO PROVIDERS. INDEX PROVIDER FOR ETFS.

From the firm’s Form ADV. Read the guides:

4725 S. Holladay Blvd, Ste 220, Holladay, UT 84117 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-01-26
TX	RA	APPROVED	2023-01-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lunt Capital Management, Inc.	Holladay	UT	04/2022	Present
Brigham Young University	Provo	UT	09/2018	04/2022
Church Of Jesus Christ Of Latter-Day Saints	Salt Lake City	UT	07/2016	07/2018

04/2022 → Present

Lunt Capital Management, Inc.

Holladay, UT
09/2018 → 04/2022

Brigham Young University

Provo, UT
07/2016 → 07/2018

Church Of Jesus Christ Of Latter-Day Saints

Salt Lake City, UT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-01-25

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