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LVM CAPITAL MANAGEMENT LTD

PORTAGE, MI · CRD 111039 · IAPD ↗ · 269-321-8120

$1.56BRegulatory AUM
8Advisory reps
15Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — LVM CAPITAL MANAGEMENT LTD added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2025 — LVM CAPITAL MANAGEMENT LTD notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
October 2024 — LVM CAPITAL MANAGEMENT LTD reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
October 2024 — LVM CAPITAL MANAGEMENT LTD crossed $1B in regulatory AUM ($974.6M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.