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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2006
- Office Locations
- 2
Office Locations
About MV Capital Management, Inc.
MV Financial is a data-driven investment advisory and asset management firm providing tailored portfolio solutions through wealth management, asset management, and retirement plan management. The team supports key stakeholders of defined benefit and defined contribution plans and helps businesses design and manage employee benefit programs. They also publish market commentary and a Weekly Market Flash to share timely investment insights.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MASOOD VOJDANI
President
- CRD
- #1590145
- Ownership
- 75% or more
MARK EVANS UNDERWOOD
Chief Compliance Officer
- CRD
- #4594965
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEDEST BAHARU
Agent
- CRD
- #3081770
KATRINA VALERIE LAMB
Financial Advisor
- CRD
- #2074328
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,438,101,754 | $1,178,772 |
| Non-Discretionary | $1,494,045 | $373,511 |
| Total | $1,439,595,799 | $1,176,140 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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