LVM Capital Management Ltd
Firm details
- Headquarters
- Portage, Michigan
- CRD number
- 111039
- Registered since
- August 15, 1988
- Website
- www.lvmcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.12%
- Charitable Organizations8.57%
- Pension & Profit Sharing Plans0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LVM Capital Management Ltd is an independent, SEC-registered investment adviser (registered in 1988) that serves both individual/family and institutional clients. The firm is organized as a corporation with individual ownership and provides financial planning and portfolio management for individuals, small businesses, and institutional or business clients. Its advisory compensation mixes percentage-of-assets fees with hourly and fixed-fee engagements. The firm does not market itself as an ESG investor and is not listed as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds7%
- State & Local Bonds3%
- Public Funds/Mutual Funds3%
- Investment Grade Corp Bonds1%
Contacts
3 of 8
Tyler Alvord
PrincipalCRD 5768463
Lawrence Harrison
Wealth AdvisorCRD 4388995
David Cleveland
PrincipalCRD 4389005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$173M in ETFs
99%
$172M
<1%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $28.7M | 294,702 | 16.53% |
Location
Portage, MI
Kalamazoo
Location
Portage, MI
Headquartered in Portage, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 7840 Moorsbridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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