# LVM Capital Management

LVM Capital Management is a RIA based in Portage, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portage, United States
- **Region:** North America
- **Address:** Portage, MI, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** lvmcm.com
- **LinkedIn:** https://www.linkedin.com/company/lvm-capital-management

## Regulatory record

- **CRD number:** 111039
- **SEC file number:** 801-32681
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-09-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111039

## About

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.

## People

- 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

## 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.

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- [Luzhou Laojiao Group](https://altss.com/profile/luzhou-laojiao-group)
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Last updated: 2026-08-11T15:07:19.634Z

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