Overview
Assets Under Management: $403 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 100
Average Client Assets: $4 million
Frequently Asked Questions
F&V CAPITAL MANAGEMENT, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146399), F&V CAPITAL MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
F&V CAPITAL MANAGEMENT, L.L.C. is headquartered in BOCA RATON, FL.
F&V CAPITAL MANAGEMENT, L.L.C. serves 100 high-net-worth clients according to their SEC filing dated July 30, 2024. View client details ↓
According to their SEC Form ADV, F&V CAPITAL MANAGEMENT, L.L.C. offers financial planning and portfolio management for individuals. View all service details ↓
F&V CAPITAL MANAGEMENT, L.L.C. manages $403 million in client assets according to their SEC filing dated July 30, 2024.
According to their SEC Form ADV, F&V CAPITAL MANAGEMENT, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 204
Discretionary Accounts: 199
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 146399
Last Filing Date: 2024-07-30 00:00:00
Website: https://fvcm.us