MV CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2006

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$1.2M

Accounts

1,224

Employees

Advisory reps

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 139034
Registered since: January 20, 2006
Website: mvfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.72%
Pension & Profit Sharing Plans20.63%
Charitable Organizations9.93%
Individuals3.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MV Capital Management, Inc. is an independent registered investment adviser that has been SEC‑registered since 2006 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, and it describes itself as a capital allocator. Its advisory offerings span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, periodic publications, and educational seminars or workshops. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed‑fee arrangements for certain services. MV Capital does not identify as an active ESG investor.