Legal

Privacy Policy

Last updated October 19, 2026

This policy explains how Lund Capital Group, LLC ("Lund Capital", "we", "us") collects, uses and protects personal information through this website, our private client apps and our text message program.

Information we collect

• Contact details you give us, such as your name, email address, mailing address and mobile number.
• Information needed to serve you, such as account, investment, property and transaction details for the family office services we provide.
• Technical information our servers record when you visit, such as IP address, browser type and the pages you view.

How we use it

We use personal information to provide and manage our services, prepare your reports, keep records, communicate with you (including by text message if you've agreed), protect our systems, and meet our legal and regulatory obligations.

How we share it

We don't sell personal information. We share it only with service providers who help us run our business (for example, hosting, banking, accounting and message delivery), who may use it only to provide services to us; with professional advisors such as attorneys and accountants; and where the law requires.

Text messages

If you sign up for Lund Capital text messages, we use your mobile number only to send the account and service messages you agreed to receive. We do not sell, rent or share your mobile number, your text message opt-in data or your consent with any third party or affiliate for marketing or promotional purposes. Mobile information is shared only with the service providers that deliver our messages, and only for that purpose. Reply STOP at any time to stop receiving texts. See Text messages for details.

Security

We protect information with encryption in transit, access controls and audit logging. No system is perfectly secure, and we'll tell you as the law requires if your information is compromised.

Your choices

You can ask us to correct or delete information we hold about you, or stop receiving texts or emails from us, by contacting us below. Some records we must keep by law.

Contact us

Lund Capital Group, LLC, 999 Vanderbilt Beach Rd, Ste 200, Naples, FL 34108. Email [email protected] or call (844) 593-7694.

Changes

We may update this policy. The date at the top shows when it last changed.