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LVM Capital Management
LVM Capital Management is a service-based and fee-only wealth management firm. It was founded in 1988 by Russ Leonard and Craig Vander Molen as a research...
LVM Capital Management
LVM Capital Management is a service-based and fee-only wealth management firm. It was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm and expanded in 2001 to include financial planning. The firm provides wealth accumulation and preservation strategies through personal attention, creative planning, and experienced investing, serving clients in over 30 states from offices in Kalamazoo, Michigan, and Naples, Florida.
General information
Firm type
RIA
Year founded
1988
Location
Region
North America
Country
United States
City
Portage
Corporate office
Portage, MI, United States
Principals
Russ Leonard
Co-founder
Craig A. Vander Molen
CFA, Principal, Co-founder, Chief Investment Strategist
Charles A. Prudhomme
CFP, Principal
David P. Cleveland
CFA, Principal
Tyler W. Alvord
CFA, Principal
Jordan J. Rummel
CFP, CRPC, Principal
L. Leonard Harrison
CFA, Wealth Advisor
Nicholas J. Macksood
Associate Advisor
Andrew Lantinga
Associate Advisor and Assistant Securities Trader
Amy M. Daggett
Client Relationship Officer
Ashley C. Karcher
Client Relationship Officer & Operations Associate
Shelly M. Hirdning
Relationship Officer & Operations Manager
Jayne D. Vander Molen
Client Relationship Manager
Kimberley McBain Maycroft
Lead Portfolio Assistant & Performance Reporting Specialist
Lisa M. Sokolowski
Trading Manager
Linda M. Crawford
Office Manager
Tyler Griggs
Intern
Frequently asked questions
What is LVM Capital Management's regulatory status?
LVM Capital Management is registered with the U.S. Securities and Exchange Commission as an investment advisor, which means it has a fiduciary duty to its external clients. That registration also requires periodic public filings, though the firm has chosen to disclose only the minimum required information in its Form ADV.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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