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Kedest Baharu

Investment adviser representative at Mv Capital Management, Inc.
28 yearsExperience
1 stateRegistered in
$1.4BFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

28 years in the industry.

  1. Purshe Kaplan Sterling InvestmentsMay 2006 to now
  2. Mv Capital Management, Inc.Feb 2006 to now
  3. Mv Financial GroupJun 1998 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (MD).

Mv Capital Management, Inc.

$1.4BAssets managed
516Clients
8Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3081770
Firm CRD
139034
Advisor's SEC record (opens in a new tab)
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