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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| LVM Capital Management Ltd
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| CRD # | 111039 |
| SEC # | 801-32681 |
| CIK # | |
| AUM | $1.2 B (2024-09-24) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 269-321-8120 |
| Address | 7840 Moorsbridge Road Portage, MI 49024 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,283 | 1,055.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.8 |
| (h) Charitable organizations | 60 | 117.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,344 | 1,176.1 |
| By Discretionary | ||
| Discretionary | 1,328 | 1,142.5 |
| Non-Discretionary | 16 | 33.7 |
| Total | 1,344 | 1,176.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,176.1 | |
| Total | 1,344 | 1,176.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greene Wealth Management LLC
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|
WA | 1.2 |
|
Riverfront Investment Group LLC
✚
|
VA | 1.2 |
|
Strategic Investment Advisors LLC
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|
MI | 1.2 |
|
Revolve Wealth Partners LLC
✚
|
NJ | 1.2 |
|
Capital Investment Counsel LLC
✚
|
CO | 1.2 |
|
Total Wealth Planning LLC
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|
OH | 1.2 |
|
Anderson Financial Partners Inc
✚
|
FL | 1.2 |
|
V-Square Quantitative Management LLC
✚
|
IL | 1.2 |
|
Marino Stram and Associates LLC
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|
MA | 1.2 |
|
Caliber Wealth Management LLC
✚
|
KS | 1.2 |