Lvm Capital Management Ltd
Portage, MI·SEC-registered · CRD #111039
Lvm Capital Management Ltd is an SEC-registered investment advisory firm in Portage, MI managing $1.3B across 1.4k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
1.4k
Advisory staff
8
Fee model
Fee-based
How Lvm Capital Management Ltd is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lvm Capital Management Ltd
How much does Lvm Capital Management Ltd manage?
Per its most recent SEC Form ADV filing (09/09/2025), Lvm Capital Management Ltd reports $1.3B in regulatory assets under management across roughly 1.4k client accounts.
How does Lvm Capital Management Ltd charge?
Lvm Capital Management Ltd is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lvm Capital Management Ltd a fiduciary?
Yes. Lvm Capital Management Ltd is registered with the U.S. Securities and Exchange Commission (CRD #111039), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lvm Capital Management Ltd taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lvm Capital Management Ltd and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portage, MI
Profile compiled from Lvm Capital Management Ltd's public SEC Form ADV filing (CRD #111039, filed 09/09/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lvm Capital Management Ltd. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lvm Capital Management Ltd? Claim this profile.