MV Capital Management, Inc.

RIASEC Registered

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, privately owned registered investment adviser. The firm has been SEC-registered since 2006 and serves a mix of individual, family and institutional clients. Its services span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and investor education through publications and seminars. MV Capital operates as a capital allocator and charges fees by percentage of AUM as well as offering hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.