Wealth manager, independent · Portage, MI
LVM Capital Management LTD
SEC-registered investment adviser · CRD 111039 · SEC 801-32681
At a glance
LVM Capital Management LTD is an SEC-registered investment adviser based in Portage, Michigan, with $1.6B in regulatory assets under management as of its Form ADV filed September 18, 2026. It reports 1,369 individual clients, 1,369 of them high-net-worth, holding an average of about $1.0 million each, and 15 employees. That ranks it 693rd among the nation’s 5,657 independent wealth management RIAs and 19th of 178 in Michigan. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Up $248M from $1.3B in its previous filing; rank 846 → 693. This month’s movers →
Main office 269-321-8120lvmcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #693 of 5,657
- Rank among all SEC RIAs
- #4,163 of 17,210
- Rank in Michigan
- #19 of 178
- Individual clients
- 1,369
- High-net-worth clients
- 1,369
- Accounts
- 1,416
- Discretionary
- 97% of AUM
- Employees
- 15
- Advisory staff
- 8
- Offices
- 3
Owners and executives on its Form ADV
- Craig A. Vander MolenPresident
- David P. ClevelandChief Compliance Officer, Secretary, Treasurer
- Charles A. PrudhommePrincipal
- Tyler W. AlvordPrincipal
- Jordan J. RummelPrincipal
Custody and brokerage
Broker-dealer
No broker-dealer ties
LVM Capital Management LTD reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,369 | $1.4B | 91% |
| Charitable organizations | 46 | $134M | 9% |
| Pension and profit sharing plans | 1 | $5M | <1% |
Disciplinary disclosures
LVM Capital Management LTD reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗lvmcapital.com ↗
AtlasMembers
The full record on LVM Capital Management LTD
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,453 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Michigan
All of Michigan →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Blue Chip Partners, LLCFarmington Hills | $1.9B | 1,001 |
| C2 Private WealthNovi | $1.8B | 2,056 |
| Signal Advisors Wealth, LLCDetroit | $1.7B | 4,816 |
| Planning Alternatives LTDBirmingham | $1.5B | 669 |
| Spartan Wealth ManagementBingham Farms | $1.5B | 1,165 |
| Fiduciary Financial AdvisorsGrand Rapids | $1.3B | 2,164 |
Background
Questions
How much does LVM Capital Management LTD manage?
LVM Capital Management LTD reports $1.6B in regulatory assets under management across 1,416 accounts, 97% of it on a discretionary basis, on its Form ADV filed September 18, 2026.
How many clients does LVM Capital Management LTD have?
It reports 1,369 individual clients: 1,369 high-net-worth individuals and 0 other individuals. Individuals account for about 91% of its regulatory assets.
Where is LVM Capital Management LTD headquartered?
Its main office is in Portage, Michigan. It reports 3 offices in total and 15 employees, 8 of whom perform investment advisory functions.
How does LVM Capital Management LTD charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does LVM Capital Management LTD use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 18, 2026, it reports these amounts held: Charles Schwab ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is LVM Capital Management LTD a hybrid RIA with a broker-dealer?
LVM Capital Management LTD reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is LVM Capital Management LTD a fiduciary?
As an SEC-registered investment adviser, LVM Capital Management LTD owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is LVM Capital Management LTD’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →