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⚲
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| LVM Capital Management Ltd
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|
|---|---|
| CRD # | 111039 |
| SEC # | 801-32681 |
| CIK # | |
| AUM | $998.7 MM (2023-02-03) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 269-321-8120 |
| Address | 7840 Moorsbridge Road Portage, MI 49024 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,309 | 890.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.6 |
| (h) Charitable organizations | 58 | 104.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,368 | 998.7 |
| By Discretionary | ||
| Discretionary | 1,357 | 972.4 |
| Non-Discretionary | 11 | 26.2 |
| Total | 1,368 | 998.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 998.7 | |
| Total | 1,368 | 998.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clearview Financial Partners LLC
✚
|
PA | 1.0 |
|
Chadds Ford Wealth Partners LLC
✚
|
PA | 1.0 |
|
Murray Financial Group LLC
✚
|
MN | 1.0 |
|
Front Barnett Associates LLC
✚
|
IL | 1.0 |
|
Woodstock Corporation
✚
|
MA | 1.0 |
|
Delta Financial Group Inc
✚
|
NJ | 1.0 |
|
SBK Financial Inc
✚
|
VA | 1.0 |
|
Karp Capital Management Corporation
✚
|
CA | 1.0 |
|
Guidestone Advisors LLC
✚
|
TX | 1.0 |
|
Kistler-Tiffany Companies LLC
✚
|
PA | 1.0 |