PMV Capital Advisers, LLC

RIASEC RegisteredEst. 2022

Total AUM

$132M

Discretionary

$132M

100% of AUM

Avg account

$943K

Accounts

140

Employees

4

Advisory reps

4

Firm details

Headquarters: Dallas, Texas
CRD number: 308010
Registered since: November 4, 2022
Website: www.pmvcapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Investment Companies40.72%
Other Investment Advisers40.64%
HNWI12.63%
Individuals4.81%
Corporations / Businesses1.2%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

PMV Capital Advisers, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2022. The firm manages client portfolios on a percentage-of-AUM fee basis and serves both individual/family and institutional clients. Its advisory work includes portfolio management for individuals and small businesses as well as management for pooled investment vehicles. PMV Capital is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds90%
Exchange Traded Equities6%
Cash & Cash Equivalents4%

Owners & executives

2 of 2

Mark Digiannantonio
Chief Operating OfficerCRD 7237776
Daniel Snover
President, Chief Investment OfficerCRD 5161189

Contacts

2 of 2

Andrew Nall
CCOCRD 7237769
James Leffler
PartnerCRD 7522992

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 30

Active vs passive

$62.7M in ETFs

Passive

54%

$33.7M

Active

46%

$29M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
PMV ADAPTIVE RISK PARITY ETF (ARP)		Active	Tactical Allocation	$19.9M	613,521	31.77%

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Primary office

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: 15660 Dallas Pkwy
Time zone: CT (UTC-6)
Office locations

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