L
$850.0K Total AUM
$850.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
2 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2023
- Office Locations
- 1
Office Locations
-- Washington, DC DC
About Lund Capital Management LLC
Lund Capital Management LLC is a Washington, DC-based RIA. The firm has been operating for 2 years. Managing $850.0K in total assets under management, with 1 advisory representatives. They custody assets with Vanguard.
Team overview
-- AVG AGE
$850.0K AVG AUM / ADVISOR
$121.4K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RYAN LUND
Chief Financial Officer, FOUNDER
- CRD
- #7719780
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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