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
8
Advisory reps
8

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, SEC-registered registered investment adviser organized as a corporation and operating since 2006. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and investor education through publications and workshops. The firm bills clients through a mix of asset-based fees, hourly charges and fixed fees. MV Capital identifies as a capital allocator but does not appear to pursue ESG-integrated strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 38%, Cash & Cash Equivalents 7%, Other 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents7%
  • Other1%

Owners & executives

1 of 1
  • Masood Vojdani

    Masood Vojdani

    President and CEOCRD 1590145

Contacts

3 of 7
  • Katrina Lamb

    Katrina Lamb

    Head of Investment Strategy & ResearchCRD 2074328

  • Christopher Schaefer

    Christopher Schaefer

    Head of Retirement Plan ServicesCRD 4598833

  • Mark Underwood

    Mark Underwood

    Head of ComplianceCRD 4594965

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 143

Active vs passive

$785M in ETFs

Passive

94%

$740M

Active

2%

$44.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 VALUE ETF (IWD)BlackRockPassiveLarge Value$80.6M332,27410.27%
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Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
3 Bethesda Metro Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth