HMV WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SHREVEPORT, Louisiana
- CRD number
- 297747
- Registered since
- December 16, 2022
- Website
- hmvwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.19%
- Corporations / Businesses19.29%
- Individuals2.75%
- Charitable Organizations0.77%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
HMV Wealth Advisors, LLC is an independent, SEC-registered investment adviser formed in 2022 and organized as an LLC. The firm acts as a capital allocator for both individual/family and institutional clients and bills primarily as a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; however, the firm is not listed as a registered pension consultant. HMV does not identify as an active ESG investor and operates as a single-state adviser. HMV lists an accountant among its industry affiliations, suggesting formal ties with accounting professionals to support client tax or reporting needs. The firm is owned by a domestic entity/individual structure and positions itself to provide outsourced manager selection in addition to direct portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents63%
- Public Funds/Mutual Funds26%
- US Government Bonds6%
- State & Local Bonds3%
- Exchange Traded Equities2%
Contacts
3 of 4ROBERT DEAN
PartnerCRD 6993585
Nicole Karamales
Client Relationship SpecialistCRD 7621901
RODERICK WILLIAMS
Vice PresidentCRD 5706445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$192M in ETFs
34%
$65.5M
66%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $23.8M | 215,726 | 12.41% |
Location
SHREVEPORT, LA
CADDO
Location
SHREVEPORT, LA
Headquartered in SHREVEPORT, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- CADDO
- Address
- 333 Texas St
- Time zone
- CT (UTC-6)
- Office locations
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