MV CAPITAL MANAGEMENT, INC.

3 Bethesda Metro Center
Suite 650
Bethesda, Maryland 20814-6336
Tel: 301-656-6545

About MV CAPITAL MANAGEMENT, INC.

MV CAPITAL MANAGEMENT, INC, formally registered with the SEC as MV CAPITAL MANAGEMENT, INC. The firm was established in 01/20/2006. They have over 1 offices throughout the country.

MV CAPITAL MANAGEMENT, INC. is a Bethesda, Maryland based Financial Planning firm with nearly $1,068,126,858 assets under management, offering retirement planning & investment advisory services to 1127 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139034
SEC#	801-65709
Assets Managed by Firm	$1,068,126,858
No. of Clients	1127
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1127	$1,068,126,858
Individuals (other than high net worth individuals)	166	$53,000,519
High net worth individuals	271	$693,574,227
Pension and profit sharing plans	49	$207,778,599
Charitable organizations	18	$113,773,513

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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