LVM CAPITAL MANAGEMENT LTD

RIASEC RegisteredEst. 1988

Total AUM

$1.3B

Discretionary

$1.3B

97% of AUM

Avg account

$934K

Accounts

1,407

Employees

Advisory reps

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: HNWI89.78%
Charitable Organizations9.9%
Pension & Profit Sharing Plans0.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

LVM Capital Management Ltd is an independent registered investment adviser, in business since 1988 and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals, small businesses and institutions. Its fee model is a mix of percentage-of-assets, hourly charges and fixed fees, which suggests flexibility in pricing across client types. The firm shows a clear preference for public equities as the core of its allocation strategy, using individual stocks and ETFs as primary building blocks. LVM Capital does not present itself as an active ESG investor, and it is not identified as a capital allocator; instead, alternative exposures are accessed through third-party external managers. Advisory activity is focused on discretionary portfolio management but the firm also maintains a non-discretionary component.