Russell E. Lundeberg

BARRETT CAPITAL MANAGEMENT,LLC

Richmond, VA 23236

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CRD#: 4478749

Professional summary

Russell Edgar Lundeberg JR. is a registered financial advisor currently at BARRETT CAPITAL MANAGEMENT,LLC located in Richmond, Virginia.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Russell has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CURRITUCK CAPITAL LLC, INVESTMENT-RELATED, 10405 MORNING DEW LANE, MECHANICSVILLE, VA. 23116, MANAGING PARTNER, 04/2001 TO PRESENT, 5 HOURS PER MONTH, RESEARCH & ANALYSIS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Edgar Lundeberg JR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 8, 2002 - Present

BARRETT CAPITAL MANAGEMENT,LLC

Office #1: 812 Moorefield Park Drive Suite- 205, Richmond, VA 23236

RIA

CRD#: 117272

Richmond, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/6/2019)

IAR

Texas
(9/8/2025)

IAR

Virginia
(2/8/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/28/2001

Uniform Investment Adviser Law Examination

Current Firm

BARRETT CAPITAL MANAGEMENT,LLC

CRD#: 117272 / SEC#: 801-63027

RIA

Registered Investment Advisory firm - (3/31/2015 Terminated)

Florida

Registered Investment Advisory firm - (12/6/2019 Approved)

Texas

Registered Investment Advisory firm - (9/8/2025 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (3/31/2015 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

812 Moorefield Park Drive Suite 112, Richmond, VA 23236

Mailing Address

Phone number

(804) 419-1100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	161
AUM (Assets Under Management)	$ 42,150,908

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Russell E. Lundeberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Edgar Lundeberg JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BARRETT CAPITAL MANAGEMENT,LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/2001

Current Firm

BARRETT CAPITAL MANAGEMENT,LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARRETT CAPITAL MANAGEMENT,LLC

TRUST BUT VERIFY

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