L
Lund Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$850,000
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$121,429
About
Lund Capital Management, LLC provides discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, and entities. The firm’s intake process emphasizes developing a client-specific Financial Profile and an Investment Plan to guide ongoing portfolio management and periodic reviews.
Investment implementation primarily uses mutual funds and exchange-traded funds, with bonds, options, equities, and cash equivalents used as appropriate; fund selection is informed by both technical and fundamental analysis and factors such as past performance, fee structure, and manager quality. Lund Capital typically constructs asset-allocation-based plans tailored to a client’s risk tolerance and time horizon and may manage accounts on either a discretionary or non-discretionary basis, with reviews at least quarterly.
The brochure notes the firm was founded in 2023 and that its principal is the sole owner and serves as Chief Compliance Officer, which results in no internal supervision over the principal’s activities. The firm also accepts entity (corporate or business) clients and discloses the presentation of performance figures and hypothetical results in its materials—features that are less common among independent advisers and may be relevant for prospective clients evaluating reported returns.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
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
Main office location
Lund Capital Management LLC
Washington, Dc DC, United States
Number of offices
1
Most active in
Lund Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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