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Mv Capital Management, Inc.

Updated today

Client assets under management

$999,734,619

Clients

444

66% high-net worth

Advisors

8

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

56

Typical

Average account size

$2,251,655

About

MV Capital Management, Inc. provides discretionary and non‑discretionary investment management and, when requested, financial planning and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, business entities and charitable organizations. The firm documents engagements with written agreements and offers standalone financial planning or consulting engagements in addition to its asset‑management services.

MVCM’s investment process centers on asset allocation, security selection and ongoing monitoring, supported by an in‑house research and development practice and an Investment Committee that reviews model strategies and rebalances portfolios typically on an annual basis. The firm may use unaffiliated independent managers or its proprietary Single Strategy Program (SSP) to implement client objectives, and it provides quarterly written commentaries to clients alongside account statements.

Compared with many team firms, MVCM emphasizes written periodical communications to clients and discloses receipt of custodian‑provided support that can include attendance at conferences or educational events, reflecting a practice of advisor education and client communication that the brochure highlights. The firm also discloses an affiliated entity, MV Financial Group, and notes that it discontinued offering life and health insurance products through that affiliate as of December 31, 2025; MVCM manages roughly $1.44 billion in discretionary assets and maintains policies to address related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management

Fee options

Fixed

Financial planning and consulting fees generally range from $1,000 to $20,000 fixed fee

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.85% $7,500,001 - $10,000,000: 0.80% $10,000,001 - $12,500,000: 0.75% $12,500,001 - $15,000,000: 0.70% $15,000,001 - $17,500,000: 0.65% $17,500,001 - $20,000,000: 0.60% $20,000,001+: To be individually assessed

Project-based

$175 to $450 per hour for financial planning and consulting services

Other

Account minimum: $1,000,000 Minimum fee: Minimum fees associated with each tier ranging from $0 to $146,250 as shown in tiered fee schedule Fee-only: Financial planning and consulting fees generally range from $1,000 to $20,000 on a fixed fee basis, and from $175 to $450 on an hourly basis

Main office location

Mv Capital Management, Inc.

3 Bethesda Metro Center, Suite 650

Bethesda MD 20814-6336, United States

Number of offices

2

Most active in

California · Delaware · District of Columbia · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Arian V

Series 65

Bethesda, MD

Mv Capital Management, Inc.

Arian Vojdani is a financial advisor at Mv Capital Management, Inc. with 12 years of industry experience. He holds the Series 65 designation and has been with Mv Capital Management since 2012. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, with an investment process focused on customized asset allocation, security selection, and periodic monitoring by an Investment Committee and in-house research.

Wealth management
user avatar

Courtney V

Series 65

Bethesda, MD

Mv Capital Management, Inc.

Courtney Vojdani is a Series 65 licensed advisor at Mv Capital Management, Inc. with 13 years of industry experience. She has been with Mv Capital Management since 2010. Mv Capital Management serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process includes customized asset allocation, security selection, and periodic monitoring, with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Wealth management
user avatar

Christopher S

CFP®, Series 66

Bethesda, MD

Mv Capital Management, Inc.

Christopher Schaefer is a CFP® with 23 years of industry experience, currently serving at Mv Capital Management, Inc. and Mv Financial Group since 2002. He has been with Purshe Kaplan Sterling Investments and Mv Capital Management since 2006. Outside of his advisory roles, Schaefer serves as treasurer for the Gambrinus Stein Club, a social nonprofit organization. Mv Capital Management, Inc. provides investment management and financial planning services to individuals, high-net-worth clients, and institutional entities, employing a customized asset allocation approach overseen by an Investment Committee and supported by in-house research.

Wealth management
user avatar

Mark U

Series 66

Bethesda, MD

Mv Capital Management, Inc.

Mark Underwood is a financial advisor at Mv Capital Management, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Mv Capital Management, and Mv Financial Group since 2002. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation, security selection, and ongoing portfolio monitoring conducted by an Investment Committee and supported by in-house research.

Wealth management
user avatar

Masood V

Series 63, Series 65

Bethesda, MD

Mv Capital Management, Inc.

Masood Vojdani is a financial advisor with Mv Capital Management, Inc. in Bethesda, MD, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Mv Capital Management since 2005 and Purshe Kaplan Sterling Investments since 2006, as well as involved with MV Financial Group since 1991. In addition to advisory services, he provides consulting related to exit planning through MV Financial Group. Mv Capital Management, Inc. serves individual and high-net-worth clients along with institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation, security selection, and ongoing monitoring, with portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Wealth management
user avatar

Kedest B

Series 65

Bethesda, MD

Mv Capital Management, Inc.

Kedest Baharu is a financial advisor at Mv Capital Management, Inc. with 26 years of industry experience. She holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and Mv Capital Management since 2006, as well as Mv Financial Group since 1998. Mv Capital Management, Inc. serves individual and high-net-worth clients, as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, standalone financial planning, and consulting, with a focus on customized asset allocation and regular portfolio monitoring.

Wealth management
user avatar

Katrina L

Series 63, Series 65

Bethesda, MD

Mv Capital Management, Inc.

Katrina Lamb is a financial advisor at Mv Capital Management, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mv Capital Management since 2005. In addition to her advisory role, she provides business strategy consulting and valuation services outside of investment-related activities. Mv Capital Management serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process involves customized asset allocation and security selection overseen by an Investment Committee, with portfolios built from mutual funds, ETFs, equities, and fixed income.

Wealth management
user avatar

Anabel Q

Series 63, Series 65

Bethesda, MD

Mv Capital Management, Inc.

Anabel Quintero is a financial advisor with Mv Capital Management, Inc. She holds Series 63 and Series 65 credentials and has 30 years of industry experience. Her career includes long-term roles at Mv Capital Management and Mv Financial Group, as well as Purshe Kaplan Sterling Investments. Mv Capital Management, Inc. serves individual and high-net-worth clients as well as institutional entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment process emphasizes customized asset allocation and security selection supported by an Investment Committee and in-house research.

Wealth management
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