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
- HNWI76.93%
- Corporations / Businesses19.73%
- Individuals2.67%
- Charitable Organizations0.67%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
HMV Wealth Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm, SEC-registered in 2022, charges clients on a percentage-of-assets-under-management basis and lists portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services among its advisory activities. HMV does not identify as an active ESG investor and reports using an accountant as an industry affiliation. HMV also functions as a capital allocator to third‑party alternative fund managers, incorporating external managers into client portfolios rather than relying solely on internally managed strategies.
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
- Public Funds/Mutual Funds49%
- State & Local Bonds17%
- US Government Bonds13%
- Cash & Cash Equivalents13%
- Exchange Traded Equities8%
Contacts
3 of 4
Roderick Williams
Vice PresidentCRD 5706445
Robert Dean
PartnerCRD 6993585
Nicole Karamales
Client Relationship SpecialistCRD 7621901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$228M in ETFs
35%
$78.8M
65%
$150M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $24.6M | 197,200 | 10.78% |
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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