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LVM CAPITAL MANAGEMENT LTD
CRD 111039File 801-32681
APPROVED
Retail clients
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.56B
Above cohort median (national)
Discretionary AUM
$1.52B
Non-discretionary $44.0M
Clients
1,416
1,416 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
- Website
- HTTPS://WWW.LVMCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.56B
- Discretionary AUM
- $1.52B
- Non-discretionary AUM
- $44.0M
- Discretionary accounts
- 1,403
- Non-discretionary accounts
- 13
- Total accounts
- 1,416
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 46 | $133.8M |
| High net worth individuals | 1,369 | $1.42B |
| Pension and profit sharing plans | 1 | $5.0M |
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 | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 14 | 15 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,344 | 1,407 | increased by63 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,176,147,625 | $1,314,451,711 | increased by$138,304,086 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,344 | 1,407 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,368 | 1,344 | decreased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $998,663,335 | $1,176,147,625 | increased by$177,484,290 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,368 | 1,344 | decreased by24 |
| Oct 1, 2022 | Clients | 1,177 | 1,368 | increased by191 |
| Oct 1, 2022 | AUM | $938,290,235 | $998,663,335 | increased by$60,373,100 |
| Oct 1, 2022 | Accounts | 1,177 | 1,368 | increased by191 |
| Oct 1, 2021 | Clients | 1,142 | 1,177 | increased by35 |
| Oct 1, 2021 | AUM | $713,046,670 | $938,290,235 | increased by$225,243,565 |
| Oct 1, 2021 | Accounts | 1,127 | 1,177 | increased by50 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LVM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LVM CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.