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LVM CAPITAL MANAGEMENT LTD

7840 Moorsbridge Road
Portage, Michigan 49024
Tel: 269-321-8120

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About LVM CAPITAL MANAGEMENT LTD

LVM CAPITAL MANAGEMENT LTD, formally registered with the SEC as LVM CAPITAL MANAGEMENT LTD. The firm was established in 08/15/1988. They have over 2 offices throughout the country.

LVM CAPITAL MANAGEMENT LTD is a Portage, Michigan based Financial Planning firm with nearly $1,176,147,625 assets under management, offering retirement planning & investment advisory services to 1344 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111039
SEC#801-32681
Assets Managed by Firm$1,176,147,625
No. of Clients1344
No. of Advisors14

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

Firm Client Information

No. of ClientsAUM
Firm Total1344$1,176,147,625
High net worth individuals1283$1,055,340,293
Pension and profit sharing plans1$3,755,119
Charitable organizations60$117,052,213

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