LVM Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
LVM Capital Management reports 1,416 clients. They include 1,369 high-net-worth individuals, 46 charitable organizations and 1 pension or profit-sharing plan. Of its assets, 97.2% ($1.52B across 1,403 accounts) are managed with discretion; $44M across 13 accounts are not. A wrap fee program the firm both sponsors and manages holds $7.99M.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 97% | 91% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 3% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 1,369 | $1.42B | 91.1% | $1.04M |
| Pension and profit-sharing plans | 1 | $4.95M | 0.3% | $4.95M |
| Charitable organizations | 46 | $134M | 8.6% | $2.91M |
| Total | 1,416 | $1.56B | 100% | $1.1M |
- Clients
- 1,369
- Regulatory AUM
- $1.42B
- AUM share
- 91.1%
- Avg. per client
- $1.04M
- Clients
- 1
- Regulatory AUM
- $4.95M
- AUM share
- 0.3%
- Avg. per client
- $4.95M
- Clients
- 46
- Regulatory AUM
- $134M
- AUM share
- 8.6%
- Avg. per client
- $2.91M
Total
- Clients
- 1,416
- Regulatory AUM
- $1.56B
- AUM share
- 100%
- Avg. per client
- $1.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
LVM Capital Management charges 1.00%–1.25% a year for its Wealth Management Fees. The fee is billed in arrears and is negotiable.
Fee details and sources
Craig Vander Molen owns 25% to 50% of LVM Capital Management. The leadership team of LVM Capital Management includes President Craig Vander Molen and Chief Compliance Officer David Cleveland. It has 15 employees, 8 of them in advisory roles.
Leadership
- Craig Vander MolenPresident
- David ClevelandChief Compliance Officer, Secretary, Treasurer
- Tyler AlvordPrincipal
- Charles PrudhommePrincipal
- Jordan RummelPrincipal
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Tyler Wayne Alvord
- David Paul Cleveland
- Lawrence Leonard Harrison
- Andrew Gerrit Lantinga
- Nicholas Joseph Macksood
- Charles Alan Prudhomme
- Jordan John Rummel
- Craig Alan Vander Molen
Staff
- 15 employees
- 8 in advisory functions
- 8 state-registered reps
- Owns 25% to 50% of LVM Capital Management LTD
Craig Vander Molen
Control person · since June 1988
- Owns 10% to 25% of LVM Capital Management LTD
David Cleveland
since March 1990
- Owns 10% to 25% of LVM Capital Management LTD
Charles Prudhomme
since December 2015
- Owns 10% to 25% of LVM Capital Management LTD
Tyler Alvord
since April 2024
- Owns 5% to 10% of LVM Capital Management LTD
Jordan Rummel
since July 2025
LVM Capital Management’s regulatory assets grew 2.2× from $713M (June 2021) to $1.56B (September 2026); clients rose from 1,142 to 1,416 and employees from 14 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.56B | 1,416 | 15 | 3 |
| September 2025 | $1.31B | 1,407 | 15 | 2 |
| September 2024 | $1.18B | 1,344 | 14 | 2 |
| September 2023 | $975M | 1,135 | 13 | 2 |
| May 2023 | $999M | 1,368 | 13 | 2 |
| May 2022 | $938M | 1,177 | 14 | 2 |
| June 2021 | $713M | 1,142 | 14 | 2 |
Besides its headquarters, LVM Capital Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Florida and Michigan.
Florida · 1 listed address
- 999 Vanderbilt Beach Road Suite 200, Naples
Michigan · 1 listed address
- 7840 Moorsbridge Road, PortageHQ
Contact and registration details
- Legal name
- LVM Capital Management LTD
- Headquarters
- 7840 Moorsbridge Road, Portage, MI 49024
- Website
- lvmcapital.com
- Phone
- 269-321-8120
- @lvm-capital-management
- SEC file
- 801-32681
- Founded
- 1988
- Structure
- Michigan corporation
- Fiscal year end
- June
LVM Capital Management uses Charles Schwab ($1.49B) as custodian for its separately managed accounts. LVM Capital Management has custody of $1.21B in client assets for 884 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Franciso, CA · $1.49B100%
At year end, LVM Capital Management’s separately managed accounts were mostly in stocks (83%) and bonds (14%).
What the accounts hold
- Stocks83%
- Funds3%
- Bonds14%
- U.S. government and agency bonds9%
- State and local bonds3%
- Investment grade corporate bonds2%
How many clients does LVM Capital Management have?
LVM Capital Management has 1,416 clients and manages $1.56 billion for them, as of September 2026. They include 1,369 high-net-worth individuals, 46 charitable organizations and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does LVM Capital Management offer?
LVM Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, 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
How much does LVM Capital Management charge?
LVM Capital Management charges 1.00%–1.25% a year for its Wealth Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does LVM Capital Management use?
LVM Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Franciso, CA), with $1.49B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does LVM Capital Management have?
LVM Capital Management has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 8 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
What does LVM Capital Management invest in?
At the end of its last fiscal year, LVM Capital Management’s separately managed accounts held 83% exchange-traded equities, 9% U.S. government and agency bonds, 3% state and local bonds, 3% registered funds (mutual funds, ETFs, BDCs) and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LVM Capital Management?
LVM Capital Management’s direct owners are Craig Vander Molen, David Cleveland, Charles Prudhomme, Tyler Alvord and Jordan Rummel, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does LVM Capital Management get paid?
LVM Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is LVM Capital Management registered with the SEC?
Yes, LVM Capital Management has been registered with the SEC as an investment adviser since 15 August 1988. Its CRD number is 111039 and its SEC file number is 801-32681.
Source: Form ADV Part 1A, Item 1, filed 18 September 2026; IAPD firm record
How do I contact LVM Capital Management?
LVM Capital Management’s main office is at 7840 Moorsbridge Road, Portage, MI 49024. Its phone number is 269-321-8120. Its website is lvmcapital.com.