Lund Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lund Capital Management is a small, independent adviser that provides discretionary and non-discretionary investment advisory services to both individuals and entities, managing approximately $1,000,000 in client assets. The firm begins relationships by developing a client-specific Financial Profile and Investment Plan and implements portfolios primarily through mutual funds and ETFs.
The firm’s investment process centers on asset allocation informed by a mix of fundamental and technical analysis and may employ both long- and short-term investments depending on client objectives. Lund Capital discloses the use of artificial intelligence tools as an adjunct to research, while stating that all investment decisions are made by the adviser and no confidential client data is entered into AI tools.
Several practices noted in the brochure are less common for peers: the firm explicitly serves entity or business clients in addition to individuals, may arrange client-to-client cross trades (though none have been effected to date), and provides periodic performance reporting while directing clients to compare adviser reports with custodian statements. The brochure also documents the firm’s custodial recommendations (Charles Schwab) while noting clients may choose other custodians.
Client services
Expertise
Fee options
Flat fee arrangements possible on a case-by-case basis, specific amounts not stated
Hourly fee arrangements possible on a case-by-case basis, specific amounts not stated
Minimum fee: No minimum annual fee stated; fees are negotiable and may be waived at discretion
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")