F&V Capital Management, L.L.C.
- Regulatory AUM
- $558M
- Discretionary
- $541M
- Clients
- 132
- Avg AUM / client
- $4.2M
- Accounts
- 237
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $5.4M | 0.97% |
| High net worth individuals | 100 | $452M | 81.1% |
| Corporations and other businesses | 18 | $63.3M | 11.3% |
| Other | 1 | $37.0M | 6.63% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hugh Terrence Riley | Partner, Chief Compliance Officer | CFA | Jan 2008 (19y) | 50% – 75% |
| Karin Maria Mueller Paris | Partner | Jan 2008 (19y) | 50% – 75% | |
| Nina Sukholenko | Registered representative | CFP | Feb 2022 (4y) | |
| Juergen Streng | Registered representative | Mar 2022 (4y) | ||
| Walter Manhart | Registered representative | Apr 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- RBC $210M (38% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗