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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-2011
- Office Locations
- 1
Office Locations
About MVM Advisors, LLC
MVM Advisors is an independent, fiduciary RIA serving individuals, families, and business owners, with experience supporting nonprofits and institutional trustees. The firm combines financial planning with a disciplined, research-driven portfolio process focused on capital preservation, reduced volatility, and competitive after-tax results. It also designs ERISA-compliant 401(k), SEP, and SIMPLE plans, and supports connected planning via RightCapital and custody through Interactive Brokers, with no credential storage and real-time tracking.
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Owner & Executives
JOSEPH ADRIAN MOTLEY
Chief Compliance Officer, Managing Director
- CRD
- #4514901
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,246,559 | -- |
| Non-Discretionary | $9,595,481 | -- |
| Total | $17,842,040 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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