LVM Capital Management is an investment advisor in Portage with $998.66 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
382813532
SEC advisor number
801-32681
FINRA CRD number
111039
AUM ?
$998.66 mm
(as of 16 May 23)
Accounts
1,368
(as of 16 May 23)
Employees
13
(7 investment advisory or research)
Address
LVM Capital Management
7840 MOORSBRIDGE ROAD
PORTAGE
MI 49024
7840 MOORSBRIDGE ROAD
PORTAGE
MI 49024
Office hours
Monday - Friday, 8AM - 5PM
Phone
6163218120
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Vander Molen, Craig, Alan | President | 06/1988 | 50-75% |
Cleveland, David, Paul | Chief Compliance Officer, Secretary, Treasurer | 03/1990 | 10-25% |
Prudhomme, Charles, Alan | Principal | 12/2015 | 10-25% |
Alvord, Tyler, Wayne | Shareholder | 09/2019 | 5-10% |
Rummel, Jordan, John | Shareholder | 01/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Jan 22