LVM CAPITAL MANAGEMENT LTD
CRD #111039 SEC #801-32681 PORTAGE, MI 269-321-8120
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
15
Clients
51
Accounts
1,407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.3B | $1.3B | $36.7M | 15 | 0 |
| Sep 2024 | $1.2B | $1.1B | $33.7M | 14 | 0 |
| Sep 2023 | $974.6M | $947M | $27.6M | 13 | 0 |
| May 2023 | $998.7M | $972.4M | $26.2M | 13 | 0 |
| Feb 2023 | $998.7M | $972.4M | $26.2M | 13 | 0 |
| Nov 2022 | $998.7M | $972.4M | $26.2M | 14 | 0 |
| Sep 2022 | $998.7M | $972.4M | $26.2M | 14 | 0 |
| May 2022 | $938.3M | $911.6M | $26.7M | 14 | 0 |
| Jan 2022 | $938.3M | $911.6M | $26.7M | 14 | 0 |
| Dec 2021 | $938.3M | $911.6M | $26.7M | 14 | 0 |
| Sep 2021 | $938.3M | $911.6M | $26.7M | 14 | 0 |
| Jun 2021 | $713M | $690.6M | $22.4M | 14 | 0 |
| Mar 2021 | $713M | $690.6M | $22.4M | 14 | 0 |
| Feb 2021 | $713M | $690.6M | $22.4M | 14 | 0 |
| Jul 2020 | $713M | $690.6M | $22.4M | 14 | 0 |
| Jun 2020 | $656.9M | $630.9M | $26M | 13 | 0 |
| Mar 2020 | $656.9M | $630.9M | $26M | 13 | 0 |
| Sep 2019 | $656.9M | $630.9M | $26M | 13 | 0 |
| May 2019 | $603.4M | $582M | $21.5M | 13 | 0 |
| Apr 2019 | $603.4M | $582M | $21.5M | 13 | 0 |
| Sep 2018 | $603.4M | $582M | $21.5M | 13 | 0 |
| Oct 2017 | $544M | $522.8M | $21.2M | 12 | 0 |
| Sep 2017 | $544M | $522.8M | $21.2M | 12 | 200 |
| Sep 2016 | $481.6M | $463.7M | $17.9M | 12 | 200 |
| May 2016 | $440.7M | $422.6M | $18.2M | 12 | 200 |
| Apr 2016 | $440.7M | $422.6M | $18.2M | 12 | 200 |
| Jan 2016 | $440.7M | $422.6M | $18.2M | 12 | 200 |
| Nov 2015 | $440.7M | $422.6M | $18.2M | 12 | 200 |
| Sep 2015 | $440.7M | $422.6M | $18.2M | 12 | 200 |
| Feb 2015 | $495.2M | $475.3M | $20M | 12 | 200 |
| Sep 2014 | $495.2M | $475.3M | $20M | 12 | 200 |
| Jun 2014 | $438.5M | $417.5M | $21M | 10 | 200 |
| Jan 2014 | $438.5M | $417.5M | $21M | 10 | 200 |
| Dec 2013 | $438.5M | $417.5M | $21M | 10 | 200 |
| Aug 2013 | $438.5M | $417.5M | $21M | 11 | 200 |
| Sep 2012 | $392.9M | $374.5M | $18.5M | 11 | 200 |
| Mar 2012 | $379.7M | $362.1M | $17.6M | 11 | 200 |
| Mar 2011 | $335.8M | $319.4M | $16.4M | -- | -- |
| Mar 2011 | $335.8M | $319.4M | $16.4M | -- | -- |
| Oct 2010 | $335.8M | $319.4M | $16.4M | -- | -- |
| Jun 2010 | $325.1M | $310.2M | $14.8M | -- | -- |
| Jun 2010 | $325.1M | $310.2M | $14.8M | -- | -- |
| Sep 2009 | $325.1M | $310.2M | $14.8M | -- | -- |
| Sep 2008 | $373.7M | $332M | $41.7M | -- | -- |
| Nov 2007 | $385.5M | $331.8M | $53.7M | -- | -- |
| Sep 2007 | $385.5M | $331.8M | $53.7M | -- | -- |
| Oct 2005 | $312M | $261.6M | $50.4M | -- | -- |
| May 2002 | $281.3M | $219.5M | $61.8M | -- | -- |
| Sep 2001 | $281.3M | $219.5M | $61.8M | 10 | -- |
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$36.7M
Employees15
Clients0
DateSep 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$33.7M
Employees14
Clients0
DateSep 2023
Total AUM$974.6M
Discretionary$947M
Non-Disc.$27.6M
Employees13
Clients0
DateMay 2023
Total AUM$998.7M
Discretionary$972.4M
Non-Disc.$26.2M
Employees13
Clients0
DateFeb 2023
Total AUM$998.7M
Discretionary$972.4M
Non-Disc.$26.2M
Employees13
Clients0
DateNov 2022
Total AUM$998.7M
Discretionary$972.4M
Non-Disc.$26.2M
Employees14
Clients0
DateSep 2022
Total AUM$998.7M
Discretionary$972.4M
Non-Disc.$26.2M
Employees14
Clients0
DateMay 2022
Total AUM$938.3M
Discretionary$911.6M
Non-Disc.$26.7M
Employees14
Clients0
DateJan 2022
Total AUM$938.3M
Discretionary$911.6M
Non-Disc.$26.7M
Employees14
Clients0
DateDec 2021
Total AUM$938.3M
Discretionary$911.6M
Non-Disc.$26.7M
Employees14
Clients0
DateSep 2021
Total AUM$938.3M
Discretionary$911.6M
Non-Disc.$26.7M
Employees14
Clients0
DateJun 2021
Total AUM$713M
Discretionary$690.6M
Non-Disc.$22.4M
Employees14
Clients0
DateMar 2021
Total AUM$713M
Discretionary$690.6M
Non-Disc.$22.4M
Employees14
Clients0
DateFeb 2021
Total AUM$713M
Discretionary$690.6M
Non-Disc.$22.4M
Employees14
Clients0
DateJul 2020
Total AUM$713M
Discretionary$690.6M
Non-Disc.$22.4M
Employees14
Clients0
DateJun 2020
Total AUM$656.9M
Discretionary$630.9M
Non-Disc.$26M
Employees13
Clients0
DateMar 2020
Total AUM$656.9M
Discretionary$630.9M
Non-Disc.$26M
Employees13
Clients0
DateSep 2019
Total AUM$656.9M
Discretionary$630.9M
Non-Disc.$26M
Employees13
Clients0
DateMay 2019
Total AUM$603.4M
Discretionary$582M
Non-Disc.$21.5M
Employees13
Clients0
DateApr 2019
Total AUM$603.4M
Discretionary$582M
Non-Disc.$21.5M
Employees13
Clients0
DateSep 2018
Total AUM$603.4M
Discretionary$582M
Non-Disc.$21.5M
Employees13
Clients0
DateOct 2017
Total AUM$544M
Discretionary$522.8M
Non-Disc.$21.2M
Employees12
Clients0
DateSep 2017
Total AUM$544M
Discretionary$522.8M
Non-Disc.$21.2M
Employees12
Clients200
DateSep 2016
Total AUM$481.6M
Discretionary$463.7M
Non-Disc.$17.9M
Employees12
Clients200
DateMay 2016
Total AUM$440.7M
Discretionary$422.6M
Non-Disc.$18.2M
Employees12
Clients200
DateApr 2016
Total AUM$440.7M
Discretionary$422.6M
Non-Disc.$18.2M
Employees12
Clients200
DateJan 2016
Total AUM$440.7M
Discretionary$422.6M
Non-Disc.$18.2M
Employees12
Clients200
DateNov 2015
Total AUM$440.7M
Discretionary$422.6M
Non-Disc.$18.2M
Employees12
Clients200
DateSep 2015
Total AUM$440.7M
Discretionary$422.6M
Non-Disc.$18.2M
Employees12
Clients200
DateFeb 2015
Total AUM$495.2M
Discretionary$475.3M
Non-Disc.$20M
Employees12
Clients200
DateSep 2014
Total AUM$495.2M
Discretionary$475.3M
Non-Disc.$20M
Employees12
Clients200
DateJun 2014
Total AUM$438.5M
Discretionary$417.5M
Non-Disc.$21M
Employees10
Clients200
DateJan 2014
Total AUM$438.5M
Discretionary$417.5M
Non-Disc.$21M
Employees10
Clients200
DateDec 2013
Total AUM$438.5M
Discretionary$417.5M
Non-Disc.$21M
Employees10
Clients200
DateAug 2013
Total AUM$438.5M
Discretionary$417.5M
Non-Disc.$21M
Employees11
Clients200
DateSep 2012
Total AUM$392.9M
Discretionary$374.5M
Non-Disc.$18.5M
Employees11
Clients200
DateMar 2012
Total AUM$379.7M
Discretionary$362.1M
Non-Disc.$17.6M
Employees11
Clients200
DateMar 2011
Total AUM$335.8M
Discretionary$319.4M
Non-Disc.$16.4M
Employees--
Clients--
DateMar 2011
Total AUM$335.8M
Discretionary$319.4M
Non-Disc.$16.4M
Employees--
Clients--
DateOct 2010
Total AUM$335.8M
Discretionary$319.4M
Non-Disc.$16.4M
Employees--
Clients--
DateJun 2010
Total AUM$325.1M
Discretionary$310.2M
Non-Disc.$14.8M
Employees--
Clients--
DateJun 2010
Total AUM$325.1M
Discretionary$310.2M
Non-Disc.$14.8M
Employees--
Clients--
DateSep 2009
Total AUM$325.1M
Discretionary$310.2M
Non-Disc.$14.8M
Employees--
Clients--
DateSep 2008
Total AUM$373.7M
Discretionary$332M
Non-Disc.$41.7M
Employees--
Clients--
DateNov 2007
Total AUM$385.5M
Discretionary$331.8M
Non-Disc.$53.7M
Employees--
Clients--
DateSep 2007
Total AUM$385.5M
Discretionary$331.8M
Non-Disc.$53.7M
Employees--
Clients--
DateOct 2005
Total AUM$312M
Discretionary$261.6M
Non-Disc.$50.4M
Employees--
Clients--
DateMay 2002
Total AUM$281.3M
Discretionary$219.5M
Non-Disc.$61.8M
Employees--
Clients--
DateSep 2001
Total AUM$281.3M
Discretionary$219.5M
Non-Disc.$61.8M
Employees10
Clients--