LVM Capital Management Ltd
Firm details
- Headquarters
- Portage, Michigan
- CRD number
- 111039
- Registered since
- August 15, 1988
- Website
- www.lvmcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.78%
- Charitable Organizations9.9%
- Pension & Profit Sharing Plans0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LVM Capital Management Ltd is an independent, privately owned registered investment adviser organized as a corporation and registered with the SEC since 1988. The firm serves both individual and family clients as well as institutional accounts. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds7%
- State & Local Bonds3%
- Public Funds/Mutual Funds3%
- Investment Grade Corp Bonds1%
Contacts
3 of 8
Charles Prudhomme
PrincipalCRD 3180275
David Cleveland
PrincipalCRD 4389005
Lawrence Harrison
Wealth AdvisorCRD 4388995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$172M in ETFs
99%
$170M
<1%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $27.9M | 291,804 | 16.26% |
Location
Portage, MI
Kalamazoo
Location
Portage, MI
Headquartered in Portage, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 7840 Moorsbridge Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Bright Financial Advisors, Inc.
RIAPortage, MI
John A. Wolfe & Associates, Inc.
RIAPortage, MI
626 Financial, LLC
RIAPortage, MI
PPS & V Asset Management Consultants Inc
RIAPortage, MI
Haverdink Financial Management, LLC
RIAPortage, MI
Zhang Financial
RIAPortage, MI