SourcingSourcing

MV CAPITAL MANAGEMENT, INC.

C41
CRD 139034·SEC 801-65709·BETHESDA, MD
AUM
$1.44B
$1B+
Est. Revenue
$14.4M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MV CAPITAL MANAGEMENT, INC.
CRD
139034
SEC file #
801-65709
EIN
203909364
DBA names
—

Economics

AUM
$1.44B
AUM band
$1B+
AUM trajectory
'20'26
$569.6M → $1.44B▲ +153%
Client mix
Individuals High Net Worth295
Individuals Other149
Pension Profit Sharing Plans50
Charitable Organizations22

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
10 advisors → 8 advisors▼ -20%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/mv-financial-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VOJDANI, MASOOD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
VOJDANI, MASOOD
UNDERWOOD, MARK, EVANS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
197,144
Form 5500 Compensation Trajectory 3y
2025197,144
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
197,144
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001633366
Edgar Registered
Yes
Edgar Filing Count
49
Edgar First Filing Date
2015-03-12
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
47
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001633366-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
3 BETHESDA METRO CENTERSUITE 650BETHESDA, MD 20814
Business
3 BETHESDA METRO CENTERSUITE 650BETHESDA, MD 20814
Edgar EIN
203909364
Edgar Recent Filings
13F-HR2026-04-30 · 0001633366-26-000005
13F-HR2026-02-23 · 0001633366-26-000004
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1590145
Trust Company Affiliate
No

People (8)

8
VOJDANI, MASOOD
IAR · Direct Owner · 87.5%
1590145
UNDERWOOD, MARK, EVANS
IAR · Executive Officer · 2.5%
4594965
COURTNEY VIRGINIA VOJDANI
IAR
5967498
ARIAN A VOJDANI
IAR
6096392
KEDEST BAHARU
IAR
3081770
CHRISTOPHER CARLEY SCHAEFER
IAR
4598833
ANABEL QUINTERO
IAR
2585000
KATRINA VALERIE LAMB
IAR
2074328