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Chief Compliance Officer, Secretary, Treasurer · LVM Capital Management LTD

David P. Cleveland

CRD 4389005 · Named on Form ADV at one SEC-registered adviser

At a glance

LVM Capital Management LTD, an SEC-registered wealth manager based in Portage, MI with $1.6 billion in regulatory assets, lists David P. Cleveland on its Form ADV as Chief Compliance Officer, Secretary, Treasurer.

Firms and roles

  • LVM Capital Management LTDChief Compliance Officer, Secretary, TreasurerWealth manager · Portage, MI · $1.6B in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.