AdvisorCensus / Financial advisors / District of Columbia / Washington / MV Capital Management, Inc.
MV Capital Management, Inc. is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is MV Capital Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), MV Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does MV Capital Management, Inc. charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $1,000 to $20,000 (consulting services regarding non-investment related…); Hourly rate: $175 to $450 an hour (consulting services regarding non-investment related…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is MV Capital Management, Inc. located?
MV Capital Management, Inc.'s principal office is in Bethesda, MD, according to its Form ADV.
Is MV Capital Management, Inc. registered with the SEC or a state?
MV Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139034.
How much does MV Capital Management, Inc. manage?
MV Capital Management, Inc. reports $1,439,595,799 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have MV Capital Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for MV Capital Management, Inc.: Regulatory assets under management: $733,624,564 in the October 2021 data and $1,439,595,799 in the October 2026 data, up 96%. Total employees: 9 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does MV Capital Management, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (295); individuals (other than high net worth individuals) (149); pension and profit sharing plans (but not the plan participants or government pension plans) (50).
Which custodians does MV Capital Management, Inc. use?
MV Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Broadridge Business Process Outsourcing, LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does MV Capital Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139034
What changed in MV Capital Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $1,269,104,942 to $1,439,595,799 (+13%). Registered or notice-filed in SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Flat fee: $1,000 to $20,000 (consulting services regarding non-investment related…)
The brochure's wording
MVCM’s planning and consulting fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis
Hourly rate: $175 to $450 an hour (consulting services regarding non-investment related…)
The brochure's wording
from $175 to $450 on an hourly rate basis, depending upon the level and scope of the services required
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,439,595,799 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- 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
Registration and firm details
Items 1, 2, 5- Also doing business as
- MV FINANCIAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 8. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,439,595,799 | 8 | March 31, 2026 |
| October 2025 | $1,269,104,942 | 9 | April 10, 2025 |
| October 2024 | $1,068,126,858 | 9 | March 25, 2024 |
| October 2023 | $845,900,229 | 9 | March 29, 2023 |
| October 2022 | $911,299,127 | 9 | March 29, 2022 |
| October 2021 | $733,624,564 | 9 | April 7, 2021 |
Regulatory assets under management: $733,624,564 in the October 2021 data and $1,439,595,799 in the October 2026 data, up 96%.
Total employees: 9 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $1,269,104,942 to $1,439,595,799 (+13%).
- Registered or notice-filed in SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. MV Capital Management, Inc. (CRD 139034): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mv-capital-management-inc-bethesda-md-139034