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Nicholas Joseph Macksood

Investment adviser representative at Lvm Capital Management Ltd
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
38 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

Experience

11 years in the industry.

  1. Lvm Capital Management LtdMar 2021 to now
  2. Greyline Brewing CompanyJan 2017 to Nov 2021
  3. Fish LadsMay 2015 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Lvm Capital Management Ltd

$1.6BAssets managed
1,416Clients
8Advisers
38 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
7992705
Firm CRD
111039
Advisor's SEC record (opens in a new tab)
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