Data / Investment advisers / Michigan / LVM Capital Management LTD
LVM Capital Management LTD, Portage, MI: $1.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
LVM Capital Management LTD is an SEC registered investment adviser with its main office in Portage, Michigan and reports $1.6 billion in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include high net worth individuals, charitable organizations and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 111039
- SEC file number
- 801-32681
- SEC status
- Approved, effective August 15, 1988
- Main office
- 7840 Moorsbridge Road, Portage, MI 49024
- Phone
- (269) 321-8120
- Regulatory AUM
- $1,562,022,642 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $1,518,005,291
- Non discretionary AUM
- $44,017,351
- Accounts
- 1,416
- Employees
- 15, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,369 | $1.42 billion |
| Charitable organizations | 46 | $133.8 million |
| Pension and profit sharing plans | 1 | $5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $1.56 billion | September 18, 2026 |
| December 1, 2025 | $1.31 billion | September 9, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clarkston Capital Partners, LLC | Rochester | $1.71 billion | 1 | adviserinfo.sec.gov |
| Signal Advisors Wealth, LLC | Detroit | $1.69 billion | Not listed | adviserinfo.sec.gov |
| USA Financial Exchange | Ada | $1.64 billion | Not listed | adviserinfo.sec.gov |
| The Nemes Rush Group, LLC | Novi | $1.62 billion | Not listed | adviserinfo.sec.gov |
| Bloom Advisors | Farmington Hills | $1.62 billion | Not listed | adviserinfo.sec.gov |
| Planning Alternatives LTD | Birmingham | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Robinson Capital Management, LLC | Grosse Pointe Farms | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Spartan Wealth Management | Bingham Farms | $1.48 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- LVM Capital Management LTD on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.