Custody and Account Protection at MVM Advisors
How Your Assets Are Held and Protected
At MVM Advisors, we prioritize transparency, independence, and security. As a fee-only Registered Investment Advisor (RIA), we do not take custody of client assets. Instead, we work with reputable third-party custodians to safeguard your accounts and investments.
SIPC Coverage and Account Protection
Most custodians we work with are members of the Securities Investor Protection Corporation (SIPC). SIPC provides protection for securities customers of its members up to $500,000 (including a $250,000 limit for cash). In addition, many custodians carry excess SIPC insurance through private insurers, which often includes coverage of up to $30 million per client (with a $900,000 cash sublimit), subject to an aggregate firm-wide cap.
🔒 Important: SIPC coverage protects against the failure of a broker-dealer—not against losses from market fluctuations or investment performance.
For full details about account protections, please consult your custodian’s individual website or your account documentation.
Custodian Flexibility
MVM clients have the freedom to choose their custodian(s) or work across multiple custodians as needed. Each custodian brings different pricing models, services, and investment platforms. We help guide clients to options that align with their goals, preferences, and cost-efficiency needs.
While we work with many major custodians, we most frequently recommend:
Interactive Brokers Group
Renowned for low-cost trading, strong execution, and robust security infrastructure.
Interactive Brokers: Strength & Security Overview →
Mid Atlantic Capital Group
A leading financial services firm offering specialized custody solutions tailored to advisors and retirement plan providers.
Mid Atlantic Capital: Due Diligence Letter →
About SIPC
The Securities Investor Protection Corporation (SIPC) is a non-profit, membership-funded organization. It provides limited coverage to protect clients of failed broker-dealers. For more information, visit:
At MVM Advisors, your assets are held securely, your choices are respected, and your trust is earned through transparency.
We are a fee-only fiduciary RIA offering retirement planning, 401(k) consulting, and personalized investment management. Reach out to learn more about how we protect and support your financial future.
Ready to Start Planning Securely?
Your path to clarity and confidence starts here. With industry-leading software and a fiduciary team focused on your goals, MVM makes financial planning seamless—and secure.
