HV CAPITAL ADVISORS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 163912
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68%
- Individuals32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hv Capital Advisors LLC operates as an independent registered investment advisor focused on providing financial planning services and portfolio management for individuals and small businesses. The firm caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it has a clear focus on traditional investment 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
- Exchange Traded Equities100%
Contacts
1 of 1HENRY SMITH
PresidentCRD 2945047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2775 Villa Creek Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
SABANA CAPITAL MANAGEMENT, LLC
RIADALLAS, TX
CUMBERLAND HILL CAPITAL MANAGEMENT LLC
RIADALLAS, TX
SPARROW ADVISORS, LLC
RIADALLAS, TX
FIVE KEYS PRIVATE ADVISORS LLC
RIADALLAS, TX
FS FINANCIAL ADVISORS, LLC
RIADALLAS, TX
STONE HILL WEALTH MANAGEMENT, LLC
RIADALLAS, TX