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
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, single-owner registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm bills itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory mandate spans financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and the publication of periodic client communications. Fee arrangements include percentage‑of‑AUM billing alongside subscription and fixed fees. The firm does not identify as an active ESG investor and is not presented as a multi‑state adviser.