Single Family OfficeRIA · CRD 111039SEC-Registered

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LVM Capital Management

LVM Capital Management is an SEC-registered investment adviser in Portage, MI, registered since 1988. The firm manages $1.3 billion in assets.

LVM Capital Management logo

LVM Capital Management

LVM Capital Management is an SEC-registered investment adviser in Portage, MI, registered since 1988. The firm manages $1.3 billion in assets. It has 15 employees and 8 investment advisers.

General information

Firm type

Single Family Office

Year founded

1988

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Portage

Corporate office

Portage, MI, United States

Frequently asked questions

Is LVM Capital Management a single family office or a multi-family office?

LVM Capital Management operates as a registered investment advisor (RIA) with roots in managing wealth for a single founding family. Its structure allows it to serve external clients alongside proprietary family capital, which technically makes it a hybrid rather than a pure single family office. The exact proportion of internal versus external assets is not disclosed publicly.

How does LVM Capital Management source its investment opportunities?

The firm likely sources investments through established institutional channels and fund-manager relationships rather than proprietary direct deal networks. Its 13F filings suggest a traditional approach of allocating to public-equity fund managers, ETFs, and large-cap individual names, which aligns with a conservative, multi-generational preservation mandate rather than a venture-capital or direct-private-equity strategy.

Does LVM Capital Management invest directly in private companies?

There is no public evidence that LVM Capital Management participates in direct private-company investments, venture capital rounds, or co-investment clubs. The firm's low public profile and absence from deal announcements suggests it avoids the direct-investing model common among larger coastal family offices in favor of fund commitments and liquid-market allocations.

Who runs investment decisions at LVM Capital Management?

The firm does not publicly name its investment committee or key decision-makers on its website or in regulatory filings beyond the minimum required. A typical structure for a firm of this type would involve an internal investment committee drawn from both family members and professional staff, but the specific individuals and their backgrounds remain outside the public record.

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.

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