Lvm Capital Management Ltd

Lvm Capital Management Ltd (CRD# 111039) is a financial advisory firm headquartered in Portage, MI. They manage $440,732,505 in 829 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    441
    MILLION
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $531,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MI, OH, TX, VI

Financial Advisors at Lvm Capital Management Ltd
Showing 1 - 6 of 6 top financial advisors.
1
Tyler W. Alvord
CRD#: 5768463
7840 Moorsbridge Road, Portage, MI 49024
96
Wealthminder
score

Tyler Alvord (CRD# 5768463) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 6 years of experience in the finance industry.

2
Charles A. Prudhomme
CRD#: 3180275
7840 Moorsbridge Road, Portage, MI 49024
96
Wealthminder
score

Charles Prudhomme (CRD# 3180275) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 17 years of experience in the finance industry. Charles Prudhomme has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jordan J. Rummel
CRD#: 6587802
7840 Moorsbridge Road, Portage, MI 49024
93
Wealthminder
score

Jordan Rummel (CRD# 6587802) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 4 years of experience in the finance industry. Jordan Rummel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David P. Cleveland
CRD#: 4389005
7840 Moorsbridge Road, Portage, MI 49024
90
Wealthminder
score

David Cleveland (CRD# 4389005) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has 1 year of experience in the finance industry.

5
Lawrence L. Harrison
CRD#: 4388995
7840 Moorsbridge Road, Portage, MI 49024
90
Wealthminder
score

Lawrence Harrison (CRD# 4388995) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has 1 year of experience in the finance industry.

6
Craig A. Vander Molen
CRD#: 1752875
7840 Moorsbridge Road, Portage, MI 49024
76
Wealthminder
score

Craig Vander Molen (CRD# 1752875) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.