Lund Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lund Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals and entities, including corporate or business clients, and develops a client-specific Financial Profile and Investment Plan at the outset of each relationship. The firm is a single-advisor practice managing roughly $1 million of client assets across a very small number of accounts.
The firm implements client plans primarily through diversified asset allocation using mutual funds and ETFs, and may also employ bonds, options and individual equities where appropriate, applying a mix of fundamental and technical analysis. Lund Capital Management discloses the use of artificial intelligence as a research aid to supplement other research (with all final investment decisions made by the adviser) and offers both discretionary and non-discretionary management arrangements.
What is notable relative to many peers is that Lund discloses the use of performance materials in its communications, including advertised and hypothetical performance results, and it accepts entity clients as well as individuals. The brochure also describes operational practices that affect execution and conflicts — for example, the firm may arrange client-to-client cross trades, recommends Charles Schwab as custodian while permitting client-directed brokers, and does not vote client proxies.
Client services
Expertise
Fee options
Flat fees may be negotiated on a case-by-case basis
Hourly fees may be negotiated on a case-by-case basis
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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