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MV Capital Management, Inc.

● SEC registered since 2006CRD 139034SEC# 801-65709Bethesda, MD
Export (members)
Reg. AUM
$1.27B
Employees
9
Accounts
1,169
Location
Bethesda, MD

MV Capital Management, Inc. assets under management

MV Capital Management, Inc. operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2006. It reports $1.3 billion in regulatory assets under management and employs 9 people.
www.linkedin.com/company/mv-financial-groupView on SEC.gov ↗

MV Capital Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Mark Evans Underwood ControlChief Compliance OfficerUnder 5%2009
Masood Vojdani ControlPresidentOver 75%2005

Frequently asked questions

How much does MV Capital Management, Inc. manage?

MV Capital Management, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does MV Capital Management, Inc. have?

MV Capital Management, Inc. reports 9 employees.

Where is MV Capital Management, Inc. located?

MV Capital Management, Inc. is based in Bethesda, MD and has been SEC-registered since 2006.

Does MV Capital Management, Inc. disclose fund performance?

MV Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 Bethesda Metro Center, Suite 650, Bethesda, MD 20814-6336
Phone301-656-6545
Fax301-656-2722
Office hours8:30-5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK1633366
Discloses disciplinary historyNo

Assets under management

Discretionary$1.27B
Non-discretionary$1.3M
Total (RAUM)$1.27B