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MV CAPITAL MANAGEMENT, INC.

BETHESDA, MD · CRD 139034 · IAPD ↗ · 301-656-6545

$1.44BRegulatory AUM
8Advisory reps
8Employees
2Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MV CAPITAL MANAGEMENT, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — MV CAPITAL MANAGEMENT, INC. notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — MV CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — MV CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($845.9M -> $1.07B).
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.