This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-21-2008
- Office Locations
- 1
Office Locations
About F&v Capital Management, L.l.c.
F&V Capital Management is an independent, SEC-registered investment adviser providing portfolio management and advisory services to retail and institutional clients. The team emphasizes disciplined stock selection in the U.S. capital markets, paired with comprehensive risk management, and frequently uses ETFs alongside traditional securities. FVCM also publishes market insights and research reports to support client conversations.
Reported data analysis
What the numbers show
Between March 12, 2025 and February 12, 2026, reported AUM increased 18.2%, from $472.1M to $557.8M.
Across 5 reported observations, AUM increased 43.3% between February 9, 2022 and February 12, 2026, from $389.2M to $557.8M.
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 7 advisory representatives and 132 clients, or 18.9 clients per representative. That equates to $4.2M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review F&v Capital Management, L.l.c.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full F&v Capital Management, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KARIN MARIA MUELLER-PARIS
Chief Compliance Officer, PARTNER
- CRD
- #3083797
- Ownership
- 50% but less than 75%
HUGH TERRENCE RILEY III
Chief Compliance Officer, PARTNER, Vice President
- CRD
- #2257810
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Walter Manhart
Portfolio Manager
- CRD
- #7505540
Juergen Streng
Senior Advisor
- CRD
- #7506640
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $540,590,967 | $2,330,133 |
| Non-Discretionary | $17,248,478 | $3,449,696 |
| Total | $557,839,445 | $2,353,753 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
F&v Capital Management, L.l.c. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
F&v Capital Management, L.l.c.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing