MV CAPITAL MANAGEMENT, INC.
CRD #139034 SEC #801-65709 BETHESDA, MD 301-656-6545
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
9
Clients
10
Accounts
1,169
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.3B | $1.3B | $1.3M | 9 | 2 |
| Apr 2025 | $1.3B | $1.3B | $1.3M | 9 | 2 |
| Mar 2025 | $1.3B | $1.3B | $1.3M | 9 | 2 |
| Mar 2024 | $1.1B | $1.1B | $1.2M | 9 | 2 |
| Mar 2024 | $1.1B | $1.1B | $1.2M | 9 | 2 |
| Mar 2023 | $845.9M | $844.9M | $1M | 9 | 2 |
| Mar 2023 | $845.9M | $844.9M | $1M | 9 | 2 |
| Mar 2022 | $911.3M | $910.1M | $1.2M | 9 | 3 |
| Mar 2022 | $911.3M | $910.1M | $1.2M | 9 | 3 |
| Apr 2021 | $733.6M | $732.6M | $1M | 9 | 2 |
| Mar 2021 | $733.6M | $732.6M | $1M | 9 | 2 |
| Jul 2020 | $563.3M | $562.5M | $837.1K | 9 | 2 |
| Jun 2020 | $563.3M | $562.5M | $837.1K | 9 | 2 |
| May 2020 | $563.3M | $562.5M | $837.1K | 9 | 2 |
| Aug 2019 | $569.6M | $568.8M | $821.2K | 10 | 3 |
| Mar 2019 | $569.6M | $568.8M | $821.2K | 10 | 3 |
| Mar 2018 | $589.3M | $588.5M | $806.5K | 10 | 3 |
| Mar 2017 | $525.5M | $524.7M | $808.6K | 10 | 300 |
| Mar 2016 | $475.6M | $475.6M | $0 | 10 | 300 |
| Aug 2015 | $485M | $485M | $0 | 9 | 300 |
| Mar 2015 | $485M | $485M | $0 | 9 | 300 |
| Jul 2014 | $400.7M | $400.7M | $0 | 9 | 300 |
| Mar 2014 | $400.7M | $400.7M | $0 | 9 | 300 |
| Jan 2014 | $336.3M | $332.1M | $4.2M | 8 | 400 |
| Apr 2013 | $336.3M | $332.1M | $4.2M | 8 | 400 |
| Jan 2013 | $341.4M | $340M | $1.4M | 11 | 400 |
| Sep 2012 | $341.4M | $340M | $1.4M | 11 | 400 |
| Mar 2012 | $341.4M | $340M | $1.4M | 11 | 400 |
| Jul 2011 | $353.7M | $352.2M | $1.5M | -- | -- |
| Apr 2011 | $353.7M | $352.2M | $1.5M | -- | -- |
| Mar 2011 | $353.7M | $352.2M | $1.5M | -- | -- |
| Mar 2011 | $353.7M | $352.2M | $1.5M | -- | -- |
| Mar 2009 | $260.3M | $258.7M | $1.6M | 10 | -- |
| Jan 2008 | $276.2M | $275.2M | $951.1K | 10 | -- |
| Feb 2007 | $276.2M | $275.2M | $951.1K | 10 | -- |
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees9
Clients2
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees9
Clients2
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees9
Clients2
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees9
Clients2
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.2M
Employees9
Clients2
DateMar 2023
Total AUM$845.9M
Discretionary$844.9M
Non-Disc.$1M
Employees9
Clients2
DateMar 2023
Total AUM$845.9M
Discretionary$844.9M
Non-Disc.$1M
Employees9
Clients2
DateMar 2022
Total AUM$911.3M
Discretionary$910.1M
Non-Disc.$1.2M
Employees9
Clients3
DateMar 2022
Total AUM$911.3M
Discretionary$910.1M
Non-Disc.$1.2M
Employees9
Clients3
DateApr 2021
Total AUM$733.6M
Discretionary$732.6M
Non-Disc.$1M
Employees9
Clients2
DateMar 2021
Total AUM$733.6M
Discretionary$732.6M
Non-Disc.$1M
Employees9
Clients2
DateJul 2020
Total AUM$563.3M
Discretionary$562.5M
Non-Disc.$837.1K
Employees9
Clients2
DateJun 2020
Total AUM$563.3M
Discretionary$562.5M
Non-Disc.$837.1K
Employees9
Clients2
DateMay 2020
Total AUM$563.3M
Discretionary$562.5M
Non-Disc.$837.1K
Employees9
Clients2
DateAug 2019
Total AUM$569.6M
Discretionary$568.8M
Non-Disc.$821.2K
Employees10
Clients3
DateMar 2019
Total AUM$569.6M
Discretionary$568.8M
Non-Disc.$821.2K
Employees10
Clients3
DateMar 2018
Total AUM$589.3M
Discretionary$588.5M
Non-Disc.$806.5K
Employees10
Clients3
DateMar 2017
Total AUM$525.5M
Discretionary$524.7M
Non-Disc.$808.6K
Employees10
Clients300
DateMar 2016
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees10
Clients300
DateAug 2015
Total AUM$485M
Discretionary$485M
Non-Disc.$0
Employees9
Clients300
DateMar 2015
Total AUM$485M
Discretionary$485M
Non-Disc.$0
Employees9
Clients300
DateJul 2014
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees9
Clients300
DateMar 2014
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees9
Clients300
DateJan 2014
Total AUM$336.3M
Discretionary$332.1M
Non-Disc.$4.2M
Employees8
Clients400
DateApr 2013
Total AUM$336.3M
Discretionary$332.1M
Non-Disc.$4.2M
Employees8
Clients400
DateJan 2013
Total AUM$341.4M
Discretionary$340M
Non-Disc.$1.4M
Employees11
Clients400
DateSep 2012
Total AUM$341.4M
Discretionary$340M
Non-Disc.$1.4M
Employees11
Clients400
DateMar 2012
Total AUM$341.4M
Discretionary$340M
Non-Disc.$1.4M
Employees11
Clients400
DateJul 2011
Total AUM$353.7M
Discretionary$352.2M
Non-Disc.$1.5M
Employees--
Clients--
DateApr 2011
Total AUM$353.7M
Discretionary$352.2M
Non-Disc.$1.5M
Employees--
Clients--
DateMar 2011
Total AUM$353.7M
Discretionary$352.2M
Non-Disc.$1.5M
Employees--
Clients--
DateMar 2011
Total AUM$353.7M
Discretionary$352.2M
Non-Disc.$1.5M
Employees--
Clients--
DateMar 2009
Total AUM$260.3M
Discretionary$258.7M
Non-Disc.$1.6M
Employees10
Clients--
DateJan 2008
Total AUM$276.2M
Discretionary$275.2M
Non-Disc.$951.1K
Employees10
Clients--
DateFeb 2007
Total AUM$276.2M
Discretionary$275.2M
Non-Disc.$951.1K
Employees10
Clients--