Christopher
Schaefer

Mv Capital Management, Inc

CRD#4598833
Investment Advisor
in Bethesda, MD

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About this Advisor

Christopher Schaefer is a certified financial planner working in Bethesda, Maryland with 17 years of industry experience. Schaefer is currently employed by Mv Capital Management, Inc. Their career trajectory has included roles at Mv Capital Management, Inc, Purshe Kaplan Sterling Investments and Mv Financial Group. Schaefer has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Maryland. Mv Capital Management, Inc is an advisory business that has its headquarters in Bethesda, MD. It oversees $846 million in total assets across its 1,025 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises 15 charitable organizations. Of its 1,025 accounts, 54% belong to high-net-worth investors who have more than $1 million in assets available to invest. Mv Capital Management, Inc has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically depend on which service is offered. Fees billed by Mv Capital Management, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4520 East West Highway Suite 400
Bethesda, MD 20814

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Mv Capital Management, Inc Brokerage Details

Total Assets Under Management

$845,900,229

MD Average: $6,889,882,315
Total Number of Employees

9

MD Average: 45
Total Number of Accounts

1,025

MD Average: 765
Average Account Size

$825,269

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Christopher Schaefer Work History

Christopher has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Mv Capital Management, Inc

2006 - Present (18 years)

Purshe Kaplan Sterling Investments

2002 - Present (22 years)

Mv Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Schaefer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mv Capital Management, Inc

Arian Vojdani
Bethesda, MD
Courtney Martin
Bethesda, MD
Katrina Lamb
Bethesda, MD
Joseph Potosky
Bethesda, MD
Mark Underwood
Bethesda, MD
Christopher Schaefer
Bethesda, MD
Kedest Baharu
Bethesda, MD
Anabel Quintero
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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