Mv Capital Management, INC.
Bethesda, MD·SEC-registered · CRD #139034
Mv Capital Management, INC. is an SEC-registered investment advisory firm in Bethesda, MD managing $1.4B across 1.2k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
1.2k
Advisory staff
8
Fee model
Fee-based
How Mv Capital Management, INC. 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 Mv Capital Management, INC.
How much does Mv Capital Management, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Mv Capital Management, INC. reports $1.4B in regulatory assets under management across roughly 1.2k client accounts.
How does Mv Capital Management, INC. charge?
Mv Capital Management, INC. 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 Mv Capital Management, INC. a fiduciary?
Yes. Mv Capital Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #139034), 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 Mv Capital Management, INC. 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 Mv Capital Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bethesda, MD
Profile compiled from Mv Capital Management, INC.'s public SEC Form ADV filing (CRD #139034, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mv Capital Management, INC.. 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 Mv Capital Management, INC.? Claim this profile.