Mv Capital Management, Inc.

Mv Capital Management, Inc. (CRD# 139034) is a financial advisory firm headquartered in Bethesda, MD. They manage $475,556,268 in 726 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    476
    MILLION
  • Total Number of Accounts
    726
    ACCOUNTS
  • Average Account Value
    $655,036
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA, DC, DE, FL, MA, MD, NC, NJ, NY, VA

Financial Advisors at Mv Capital Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Joseph D. Potosky
CRD#: 2040083
4520 East West Highway, Suite 400, Bethesda, MD 20814
96
Wealthminder
score

Joseph Potosky (CRD# 2040083) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 27 years of experience in the finance industry.

2
Christopher C. Schaefer
CRD#: 4598833
4520 East West Highway, Suite 400, Bethesda, MD 20814
96
Wealthminder
score

Christopher Schaefer (CRD# 4598833) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 14 years of experience in the finance industry. Christopher Schaefer 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
Kedest Baharu
CRD#: 3081770
4520 East West Highway, Suite 400, Bethesda, MD 20814
93
Wealthminder
score

Kedest Baharu (CRD# 3081770) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 16 years of experience in the finance industry.

4
Katrina V. Lamb
CRD#: 2074328
4520 East West Highway, Suite 400, Bethesda, MD 20814
93
Wealthminder
score

Katrina Lamb (CRD# 2074328) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 27 years of experience in the finance industry.

5
Anabel Quintero
CRD#: 2585000
4520 East West Highway, Suite 400, Bethesda, MD 20814
93
Wealthminder
score

Anabel Quintero (CRD# 2585000) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.

6
Mark E. Underwood
CRD#: 4594965
4520 East West Highway, Suite 400, Bethesda, MD 20814
93
Wealthminder
score

Mark Underwood (CRD# 4594965) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 15 years of experience in the finance industry.

7
Masood Vojdani
CRD#: 1590145
4520 East West Highway, Suite 400, Bethesda, MD 20814
93
Wealthminder
score

Masood Vojdani (CRD# 1590145) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.

8
Courtney V. Martin
CRD#: 5967498
4520 East West Highway, Suite 400, Bethesda, MD 20814
90
Wealthminder
score

Courtney Martin (CRD# 5967498) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 5 years of experience in the finance industry.

9
Arian A. Vojdani
CRD#: 6096392
4520 East West Highway, Suite 400, Bethesda, MD 20814
89
Wealthminder
score

Arian Vojdani (CRD# 6096392) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.