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LVM CAPITAL MANAGEMENT LTD
CRD 111039File 801-32681
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$1.31B
Above cohort median (national)
Discretionary AUM
$1.28B
Non-discretionary $36.7M
Clients
1,407
1,407 accounts
Employees
15
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 15, 1988
- Principal office
- 7840 MOORSBRIDGE ROAD, PORTAGE, MI, 49024
- Phone
- 269-321-8120
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.31B
- Discretionary AUM
- $1.28B
- Non-discretionary AUM
- $36.7M
- Discretionary accounts
- 1,392
- Non-discretionary accounts
- 15
- Total accounts
- 1,407
- AUM per client
- $934K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 65 | $130.1M |
| High net worth individuals | 1,341 | $1.18B |
| Pension and profit sharing plans | 1 | $4.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.