Mv Capital Management, Inc.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 516
- Avg AUM / client
- $2.8M
- Accounts
- 1,224
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 149 | $53.7M | 3.73% |
| High net worth individuals | 295 | $946M | 65.7% |
| Pension and profit sharing plans | 50 | $297M | 20.6% |
| Charitable organizations | 22 | $143M | 9.93% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Atlantic Council Of The United States 403(b)dc Plan Atlantic Council Of The United States | 2024 | |
| American Dental Education Association 403(b) Retirement Savings Plan American Dental Education Association | Washington, DC | 2024 |
| Cti 401(k) Plan Chesapeake Technology International Corp. | 2024 | |
| Mastercool, Inc. 401(k) Salary Savings And Profit Sharing Plan Mastercool, Inc. | 2024 | |
| Bbyo 403(b) Plan Bnai Brith Youth Organization, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Masood Vojdani | President | Dec 2005 (21y) | 75% or more | |
| Mark Evans Underwood | Chief Compliance Officer | Feb 2006 (20y) | Less than 5% | |
| Anabel Quintero | Registered representative | Feb 2006 (20y) | ||
| Christopher Carley Schaefer | Registered representative | CFP | Feb 2006 (20y) | |
| Kedest Baharu | Registered representative | Feb 2006 (20y) | ||
| Katrina Valerie Lamb | Registered representative | Mar 2007 (19y) | ||
| Courtney Virginia Vojdani | Registered representative | Aug 2012 (14y) | ||
| Arian A Vojdani | Registered representative | Jul 2013 (13y) |
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.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Atlantic Council Of The United States 403(b)dc Plan | Atlantic Council Of The United States | 410 | $26.5M | 01/01/2024 |
| American Dental Education Association 403(b) Retirement Savings Plan | American Dental Education Association | 81 | $31.4M | 01/01/2024 |
| Cti 401(k) Plan | Chesapeake Technology International Corp. | 170 | $13.3M | 01/01/2024 |
| Mastercool, Inc. 401(k) Salary Savings And Profit Sharing Plan | Mastercool, Inc. | 125 | $17.3M | 01/01/2024 |
| Bbyo 403(b) Plan | Bnai Brith Youth Organization, Inc. | 184 | $16.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.01 MB | 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
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $1.1B (76% of AUM) Mar 2026
- Broadridge Business Process Outsourcing, Llc $146M (10% of AUM) Mar 2026
- TD Ameritrade $119M (21% of AUM) Aug 2019
- Pnc Financial Services Group, Inc. $80.2M (9% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗