MV CAPITAL MANAGEMENT, INC.

CRD 139034 · SEC 801-65709

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3 BETHESDA METRO CENTER, SUITE 650, BETHESDA, MD, 20814-6336, United States

Phone

301-656-6545

Fax

301-656-2722

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.44B

Discretionary AUM

$1.44B

Team

8 total employees; 8 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	149	$53.7M
High net worth individuals	295	$946.1M
Pension/profit sharing plans	50	$297.0M
Charitable organizations	22	$142.9M

States served

CA, DE, DC, MD, MA, NJ, NY, NC, OH, SC, VA, TX, NH, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/MV-FINANCIAL-GROUP/
HTTP://MVFINANCIAL.COM
HTTPS://TWITTER.COM/MVFINANCIALGRP

Official SEC filing: View on IAPD