David P. Cleveland

LVM CAPITAL MANAGEMENT LTD

Portage, MI 49024

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CRD#: 4389005

Professional summary

David Paul Cleveland, who also goes by Daivd Paul Cleveland, is a registered financial advisor currently at LVM CAPITAL MANAGEMENT LTD located in Portage, Michigan.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daivd Paul Cleveland

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.

DCRD LLC, PDMA LLC, BGP LLC, BGP II LLC. REAL ESTATE INVESTMENT LLC 6418 KILLINGTON KALAMAZOO, MI 49009 REAL ESTATE INVESTMENT LLC MANAGING PARTNER 1/1/ 2006 OUTSIDE SECURITIES TRADING HOURS MANAGING PARTER INVOLVED IN ALL REAL ESTATE INVESTMENT DECISIONS GLENKERRY COURT, LLC. NOT INVESTMENT RELATED,7840 MOORSBRIDGE, PORTAGE, MI 49024,RENTAL PROPERTY, LLC Partner, 06/2016,0,2 HR/YR,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Cleveland'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

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

Arizona
(1/14/2025)

IAR

Florida
(2/19/2013)

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

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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David P. Cleveland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Cleveland's CRS (Customer Relationship Summary).

Certified licenses

Experience

LVM CAPITAL MANAGEMENT LTD

Primary Firm SEC Registration

LVM CAPITAL MANAGEMENT LTD

State Registrations and Notice Filings

Exams

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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