Advisor at Lund Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lund Capital Management LLC
Location
Washington, Dc, DC
Credentials
Series 65
Industry experience
2 years
Ryan Lund is the principal of Lund Capital Management LLC in Washington, DC. He holds a Series 65 designation and has two years of industry experience. Prior to founding his firm in 2023, he was self-employed and has held various roles including positions with the Charlotte Symphony. Lund Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, high net worth clients, and entities. The firm focuses on developing client-specific financial profiles and investment plans, using a range of investment vehicles such as mutual funds, ETFs, bonds, options, and equities, with portfolio construction tailored to risk tolerance and time horizon.
Based on Lund Capital Management LLC
May enter into flat-fee arrangements on a case-by-case basis, specific amounts not stated
1% annually, negotiable and generally individually negotiated per client
May enter into hourly fee arrangements on a case-by-case basis, specific rates not stated
Minimum fee: No minimum annual fee for investment advisory services
Washington, Dc, DC
District of Columbia
Lund Capital Management, LLC
2023 - Present (3 years)
Self-Employed
2021 - 2023 (2 years)
Charlotte Symphony
2021 - 2021 (1 year)
Self-Employed
2020 - 2021 (1 year)
ASM Global
2020 - 2020 (1 year)
Charlotte Symphony Orchestra
2018 - 2019 (1 year)
Georgia Theater
2016 - 2018 (2 years)
University of South Carolina
2012 - 2016 (4 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
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