MV Capital Management, Inc.
● SEC registered since 2006CRD 139034SEC# 801-65709Bethesda, MD
Reg. AUM
$1.44B
Employees
8
Accounts
1,224
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 $1.4 billion in regulatory assets under management and employs 8 people.
MV Capital Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Evans Underwood Control | Chief Compliance Officer | Under 5% | 2009 |
| Masood Vojdani Control | President | Over 75% | 2005 |
Frequently asked questions
How much does MV Capital Management, Inc. manage?
MV Capital Management, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does MV Capital Management, Inc. have?
MV Capital Management, Inc. reports 8 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
| Address | 3 Bethesda Metro Center, Suite 650, Bethesda, MD 20814-6336 |
| Phone | 301-656-6545 |
| Fax | 301-656-2722 |
| Office hours | 8:30-5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1633366 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.44B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.44Bregulatory AUM
Discretionary $1.44BNon-discretionary $1.5M