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They include 295 high-net-worth individuals, 149 individual clients, and 50 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MV Capital Management offer?","answer":"MV Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MV Capital Management charge?","answer":"MV Capital Management charges 0.60%–1.50% a year for its Non-wrap fee basis. The fee is billed in advance and is negotiable.","source":"MVCM ADV PART 2A BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MV Capital Management use?","answer":"MV Capital Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.09B and Broadridge Business Process Outsourcing, LLC (Denver, CO), with $146M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MV Capital Management have?","answer":"MV Capital Management has 8 investment adviser representatives registered with state securities authorities, out of 8 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MV Capital Management invest in?","answer":"At the end of its last fiscal year, MV Capital Management’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 7% cash and equivalents and 1% other. The 1% other category is described as: Due to Small Percentages and Rounding Error, All of Our Bond Types Are in (Xii) Other:\n(III)  0.10%\n(IV)   0.41%\n(V)    0.17%\n(VI)   0.35%.","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 MV Capital Management?","answer":"MV Capital Management’s direct owner is Masood Vojdani (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MV Capital Management get paid?","answer":"MV Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}