HV Capital Management

RIASEC RegisteredEst. 2025

Total AUM

$71.5M

Discretionary

$71.5M

100% of AUM

Avg account

$627K

Accounts

114

Employees

Advisory reps

Firm details

Headquarters: Montgomery, New York
CRD number: 339467
Registered since: December 9, 2025
Website: hvcapitalmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees
Client types: HNWI55.94%
Individuals18.91%
Pension & Profit Sharing Plans16.45%
Corporations / Businesses8.43%
Charitable Organizations0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

HV Capital Management is an independent, LLC-structured registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, selects third-party advisers, and publishes periodic newsletters. It operates as a capital allocator, directing client capital to external managers in addition to running in-house strategies. Fees are charged via a combination of percentage of AUM, subscription fees, and fixed fees. The firm does not identify itself as an active ESG investor.