Lvm Capital Management Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Portage, MI. Its latest Form ADV filing, dated September 9, 2025, reports $1.3B in regulatory assets under management, 15 employees, 1 office, and 1,407 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.3% of total clients.
Top client categories% of clientsClients
1
HNWI
95.3%
1,341
2
Charitable
4.6%
65
3
Pension Plans
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of September 9, 2025
Discretionary97.2%
$1.3B
97% of total RAUM97.2%
Non-discretionary2.8%
$37M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts1,407
10Y AUM Change+$874M (+198.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee94:1
10Y Employee Change+3 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.