Mv Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 31, 2026, reports $1.4B in regulatory assets under management, 8 employees, 1 office, and 1,224 accounts.
Assets Under Management
$1.4B
Employees
8
Offices
1 office
Total Clients
516
Primary office
BETHESDA, MD
3 BETHESDA METRO CENTER, SUITE 650, BETHESDA, MD, United States
Top client segmentHNWI represent 57.2% of total clients.
Top client categories% of clientsClients
1
HNWI
57.2%
295
2
Individuals
28.9%
149
3
Pension Plans
9.7%
50
4
Charitable
4.3%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 31, 2026
Discretionary99.9%
$1.4B
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
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$1.4B
Total Accounts1,224
10Y AUM Change+$914M (+173.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee65:1
10Y Employee Change-2 (-20.0%)
* 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.