Lvm Capital Management Ltd
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 1,407
- Avg AUM / client
- $934K
- Accounts
- 1,407
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 09, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1,341 | $1.2B | 89.8% |
| Pension and profit sharing plans | 1 | $4.3M | 0.33% |
| Charitable organizations | 65 | $130M | 9.9% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Alan Vander Molen | President | CFA | Jun 1988 (38y) | 50% – 75% |
| David Paul Cleveland | Chief Compliance Officer, Secretary, Treasurer | CFA | Mar 1990 (36y) | 10% – 25% |
| Charles Alan Prudhomme | Principal | CFP | May 2010 (16y) | 10% – 25% |
| Tyler Wayne Alvord | Shareholder | CFA | Jan 2016 (11y) | 5% – 10% |
| Jordan John Rummel | Shareholder | CFP | Apr 2016 (10y) | Less than 5% |
| Lawrence Leonard Harrison | Registered representative | CFA | Sep 2014 (12y) | |
| Andrew Gerrit Lantinga | Registered representative | Oct 2024 (2y) | ||
| Nicholas Joseph Macksood | Registered representative | Oct 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/09/2025 | 965 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (95% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 09, 2025.
View current Form ADV (SEC/IAPD) ↗