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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge beaconEmber
- Established Date
- 08-15-1988
- Office Locations
- 1
Office Locations
About LVM Capital Management LTD
LVM Capital Management is a fee-only, service-based wealth management firm founded in 1988 as a research-intensive investment manager. The team provides portfolio management and holistic financial planning focused on wealth accumulation and preservation, emphasizing close client attention and confidentiality. Serves clients across 20+ states from offices in Michigan and Florida, and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CRAIG ALAN VANDER MOLEN
President, Principal
- CRD
- #1752875
- Ownership
- 25% but less than 50%
TYLER WAYNE ALVORD
Principal
- CRD
- #5768463
- Ownership
- 10% but less than 25%
Catalyst foundation
Vertex horizon radial
- CRD
- #69310
- Ownership
- 20.0%
Showing 2 of 5 owners & executives
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LAWRENCE LEONARD HARRISON
Principal
- CRD
- #4388995
Andrew Gerrit Lantinga
Associate Advisor
- CRD
- #7992747
Pathway signal
Meridian optima
- CRD
- #91412
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,277,717,912 | $917,901 |
| Non-Discretionary | $36,733,799 | $2,448,920 |
| Total | $1,314,451,711 | $934,223 |
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Separately Managed Accounts
Total SMA Asset: $1,314,451,711
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,771,690,485 | 22.3% |
| U.S. Government/Agency | $1,636,628,878 | 20.6% |
| Municipal Bonds | $2,081,537,699 | 26.2% |
| Public Funds | $1,207,609,658 | 15.2% |
| Corporate - Investment Grade | $1,247,333,659 | 15.7% |
| Total | $7,944,800,379 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION PRIME | RIDGE LEGACY | 8M5GAQ5V9 | PKXSB | 7.78% | $80,882,244 |
| MATRIX WAVE | PRIME VALUE | WWVBCW4LF | PPV | 9.06% | $95,670,319 |
| QUANTUM GLACIER | ELEMENT CREST | SGJ7NQN17 | WRYKD | 2.76% | $60,003,090 |
| HORIZON HARBOR RIDGE | ATLAS MATRIX | TTRPFPABM | EZFQ | 0.86% | $89,970,475 |
| LEGACY HORIZON | FRONTIER SIGNAL | ANGHIZN1I | JQZ | 5.47% | $79,225,430 |
| PRIME PEAK QUANTUM | EMBER FOCUS | ZGLADB2PA | BSK | 8.34% | $112,509,776 |
| CATALYST VECTOR | RADIAL PATHWAY | L7LB91M3L | FAV | 7.39% | $31,534,969 |
| MATRIX SIGNAL | SIGNAL OPTIMA | 6U7SPVFU2 | JHH | 4.35% | $46,815,342 |