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LVM CAPITAL MANAGEMENT LTD
CRD 111039 · SEC 801-32681
7840 MOORSBRIDGE ROAD, PORTAGE, MI, 49024, United States
Phone
269-321-8120
Fax
269-321-8126
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.31B
Discretionary AUM
$1.28B
Team
15 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-09-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1341 | $1.18B |
| Pension/profit sharing plans | 1 | $4.3M |
| Charitable organizations | 65 | $130.1M |
States served
AZ, MI, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD