M
Momentum Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Momentum Capital Management (CVS CAPITAL, LLC dba MCM) is a registered investment adviser that provides wealth management and financial planning services to individuals, high-net-worth individuals, trusts, and corporations. The firm offers discretionary portfolio management across equities, fixed income, mutual funds, ETFs and cash equivalents, and also provides project-based, limited-scope financial planning engagements.
MCM operates as a fee-only adviser and combines asset-based advisory billing for ongoing wealth management with hourly billing for one-time project work, a hybrid approach that is less common among peer investment-manager firms. Its investment process draws on modern portfolio theory alongside fundamental, technical, cyclical and charting analysis, and the firm typically constructs individualized, longer‑term portfolios while permitting clients to impose written investment restrictions.
Distinctive points in the brochure include that the firm reported no assets under management at the time of filing despite being founded in 2013 and recently registering as an adviser, and that the firm’s principal maintains an unrelated consulting business which the brochure describes as conducted separately from advisory activities. The firm also discloses that it does not aggregate client trades in block orders, relies on a recommended institutional custodian for execution and operational support, and does not provide proprietary performance reports beyond custodial statements.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
$250 per hour for project-based financial planning; fees are negotiable
Fee-only: Annual advisory fee up to 2.00%, paid quarterly in advance; fees are negotiable
Main office location
Momentum Capital Management
10775 Double R Blvd., Suite 122
Reno NV 89521, United States
Number of offices
2
Most active in
Momentum Capital Management has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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