# 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.

- CRD: 139034
- Filed as: MV CAPITAL MANAGEMENT, INC.
- Also doing business as: MV FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139034
- AdvisorCensus page: https://advisorcensus.com/firm/mv-capital-management-inc-bethesda-md-139034

## Quick answers

**How 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 matters, such as…); Hourly rate: $175 to $450 an hour (consulting services regarding non-investment related matters, such as…). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $1,000 to $20,000 (consulting services regarding non-investment related matters, such as…)

> 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 matters, such as…)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Broadridge Business Process Outsourcing, LLC
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,439,595,799
- Discretionary: $1,438,101,754
- Non-discretionary: $1,494,045

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $53,681,810 |
| High net worth individuals | 295 | $946,052,809 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 50 | $296,973,956 |
| Charitable organizations | 22 | $142,887,224 |

### 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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, DE, FL, MA, MD, NC, NH, NJ, NY, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mvfinancial.com
- LinkedIn @MV-FINANCIAL-GROUP
- X @MVFINANCIALGRP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $733,624,564 | 9 | April 7, 2021 |
| October 2022 | $911,299,127 | 9 | March 29, 2022 |
| October 2023 | $845,900,229 | 9 | March 29, 2023 |
| October 2024 | $1,068,126,858 | 9 | March 25, 2024 |
| October 2025 | $1,269,104,942 | 9 | April 10, 2025 |
| October 2026 | $1,439,595,799 | 8 | March 31, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MV Capital Management, Inc. (CRD 139034): Form ADV filing data as of October 2026.