Katrina Lamb
MV Capital Management · Bethesda, Maryland
Katrina Lamb is a fee-only financial advisor at MV Capital Management in Bethesda, Maryland. MV Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | MV Capital Management |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.44B across 1,224 accounts |
| SEC registration | Investment adviser representative in MD · CRD 2074328 |
| Exams passed | Series 63 (1990) · Series 65 (2007) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | mvfinancial.com |
How Katrina's firm compares
- MV Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,224 accounts).
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Questions about Katrina
Is Katrina Lamb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katrina holds no broker registration, and MV Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katrina charge for financial advice?
Katrina's firm, MV Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katrina Lamb based?
Katrina Lamb is based in Bethesda, Maryland.
Is Katrina Lamb registered with the SEC?
Yes. Katrina Lamb is registered as an investment adviser representative in MD (CRD 2074328), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does MV Capital Management manage?
MV Capital Management reports $1.44B across 1,224 accounts in assets under management.
How do I contact Katrina Lamb?
Through Katrina's website, mvfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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