Charles A. Prudhomme

LVM CAPITAL MANAGEMENT LTD

Portage, MI 49024

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CRD#: 3180275

Professional summary

Charles Alan Prudhomme, who also goes by Chuck Prudhome, is a registered financial advisor currently at LVM CAPITAL MANAGEMENT LTD located in Portage, Michigan.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Charles has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Chuck Prudhomme is a Principal...

LVM provides customized wealth...

Do you have an area of expertise or specialization?

Charitable Giving

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Are you a "fiduciary"?

Yes

Aliases

Chuck Prudhome

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

GLENKERRY COURT, LLC. NOT INVESTMENT RELATED,7840 MOORSBRIDGE, PORTAGE, MI 49024,RENTAL PROPERTY, LLC Partner,12/2016,0,2 HR/YR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Alan Prudhomme's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 21, 2010 - Present

LVM CAPITAL MANAGEMENT LTD

Office #1: 7840 Moorsbridge Road, Portage, MI 49024

RIA

CRD#: 111039

Portage, MI

Past

March 16, 2000 - May 17, 2001

MESIROW FINANCIAL, INC.

CRD#: 2764

CHICAGO, IL

Past

January 25, 2000 - April 28, 2000

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

February 9, 1999 - April 29, 1999

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LVM CAPITAL MANAGEMENT LTD

CRD#: 111039 / SEC#: 801-32681

RIA

Registered Investment Advisory firm - (8/15/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/14/2013)

IAR

Michigan
(5/21/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/28/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/13/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/18/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/4/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LVM CAPITAL MANAGEMENT LTD

CRD#: 111039 / SEC#: 801-32681

RIA

Registered Investment Advisory firm - (8/15/1988 Approved)

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Contact information

Main Address

7840 Moorsbridge Road, Portage, MI 49024

Mailing Address

Phone number

(269) 321-8120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

9-30-25 LVM ADV II (9/9/2025)

Regulatory assets under management

Total Number of Accounts	1,407
AUM (Assets Under Management)	$ 1,314,451,711

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
09/23/2024	Cover Page	Report
12/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Charles A. Prudhomme

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Alan Prudhomme's CRS (Customer Relationship Summary).

Certified licenses

Experience

MESIROW FINANCIAL, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

LVM CAPITAL MANAGEMENT LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2001

Series 63

Date: 2/13/1999

Series 7

Date: 5/18/2000

Series 6

Date: 2/4/1999

Current Firm

LVM CAPITAL MANAGEMENT LTD

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LVM CAPITAL MANAGEMENT LTD

TRUST BUT VERIFY

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