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- Custodian
- Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 46.2% is discretionary and 53.8% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $892.1K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 21, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
MVM Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.