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Lvm Capital Management Ltd CRD 111039
$1.31B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7840 Moorsbridge Road, Portage, MI 49024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-07-12 |
| MI | RA | APPROVED | 2010-05-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lvm Capital Management, Ltd. | Portage | MI | 06/1988 | Present |
GLENKERRY COURT, LLC, NOT INVESTMENT RELATED, 7840 MOORSBRIDGE RD, PORTAGE, MI 49024 RENTAL PROPERTY, MANAGING MEMBER, RENT OFFICE TO LVM, 11/98,0, 2/YR, CONDUCT PARTNER MEETINGS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-30 |
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