RIA IntelAdvisersTexasMVM ADVISORS, LLC

MVM ADVISORS, LLC

Advisory

TX

Data as of Mar 21, 2025 · Source: SEC Form ADV

Rank in TX
#2,188
of 2,813 advisers by AUM
Average account
$1M
across 16 accounts
AUM per adviser
$18M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2025.

Total AUM
$18M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$18M
Discretionary AUM$8M
Non-Discretionary AUM$10M
Discretionary %46.2%
Total Clients16
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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KENDRICK GROUP, INC.
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$18M
-19.0% 1Y
OFSG, LLC
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ESTATE RESOURCES INC
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$18M
0.0% 1Y

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