{"url":"https://nivawealth.com/firms/f-and-v-capital-management-146399","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146399","regulatoryAum":557839445,"crd":"146399","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7505540","suffix":null,"lastName":"Manhart","firstName":"Walter","middleName":null},{"crd":"3083797","suffix":null,"lastName":"MUELLER-PARIS","firstName":"KARIN","middleName":"MARIA"},{"crd":"2257810","suffix":"III","lastName":"RILEY","firstName":"HUGH","middleName":"TERRENCE"},{"crd":"7506640","suffix":null,"lastName":"Streng","firstName":"Juergen","middleName":null},{"crd":"7503662","suffix":null,"lastName":"Sukholenko","firstName":"Nina","middleName":null}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-27","regulatoryAum":297164179,"clients":99,"employees":6,"offices":1},{"filedOn":"2022-02-09","regulatoryAum":389240143,"clients":100,"employees":5,"offices":1},{"filedOn":"2023-02-27","regulatoryAum":393314049,"clients":112,"employees":7,"offices":1},{"filedOn":"2024-07-30","regulatoryAum":402894964,"clients":116,"employees":7,"offices":1},{"filedOn":"2025-03-12","regulatoryAum":472121138,"clients":125,"employees":7,"offices":1},{"filedOn":"2026-02-12","regulatoryAum":557839445,"clients":132,"employees":7,"offices":1}],"secFileNumber":"801-68848","legalName":"F&V 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They include 100 high-net-worth individuals, 18 corporations and other businesses, and 13 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does F&V Capital Management offer?","answer":"F&V Capital Management provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does F&V Capital Management charge?","answer":"F&V Capital Management charges up to 2.50% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A DECEMBER 31, 2025, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does F&V Capital Management use?","answer":"F&V Capital Management’s separately managed account assets are held at RBC Capital Markets, LLC (Minneapolis, MN), with $210M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does F&V Capital Management have?","answer":"F&V Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does F&V Capital Management invest in?","answer":"At the end of its last fiscal year, F&V Capital Management’s separately managed accounts held 84% exchange-traded equities, 9% cash and equivalents, 6% U.S. government and agency bonds and 1% sovereign bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns F&V Capital Management?","answer":"F&V Capital Management’s direct owners are Hugh Riley (50% to 75%) and Karin Mueller-Paris (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does F&V Capital Management get paid?","answer":"F&V Capital Management is paid through a percentage of assets under management and fixed fees. 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