|
⚲
|
| MV Capital Management Inc
✚
|
|
|---|---|
| CRD # | 139034 |
| SEC # | 801-65709 |
| CIK # | 0001633366 |
| AUM | $1.4 B (2026-03-31) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 301-656-6545 |
| Address | 3 Bethesda Metro Center Bethesda, MD 20814-6336 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 58.8 | ||
| Abbott Laboratories | 29.0 | ||
| Apple Inc | 20.0 | ||
| Nvidia Corp | 19.2 | ||
| Microsoft Corp | 10.9 | ||
| Micron Technology Inc | 9.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 53.7 |
| (b) Individuals (high net worth individuals) | 295 | 946.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 297.0 |
| (h) Charitable organizations | 22 | 142.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,224 | 1,439.6 |
| By Discretionary | ||
| Discretionary | 1,220 | 1,438.1 |
| Non-Discretionary | 4 | 1.5 |
| Total | 1,224 | 1,439.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,439.6 | |
| Total | 1,224 | 1,439.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633366] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Activest Wealth Management LLC
✚
|
FL | 1.5 |
|
Martel Wealth Advisors Inc
✚
|
WA | 1.5 |
|
Mediqus Asset Advisors Inc
✚
|
IL | 1.5 |
|
Keating Financial Advisory Services Inc
✚
|
KS | 1.5 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.4 |
|
Pinkerton Wealth LLC
✚
|
ID | 1.4 |
|
Isthmus Partners LLC
✚
|
WI | 1.4 |
|
Portside Wealth Group LLC
✚
|
UT | 1.4 |
|
United Advisor Group LLC
✚
|
OH | 1.4 |
|
Wingate Wealth Advisors Inc
✚
|
MA | 1.4 |