HMV Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$451,686,429
Clients
117
Advisors
3
of 4 employees
About
HMV Wealth Advisors, LLC is a registered investment adviser that serves individuals, high‑net‑worth clients, trusts, charitable organizations, businesses, and qualified retirement plans; as of June 30, 2026 it reported $567,404,328 in discretionary assets across roughly 117 client relationships. The firm’s stated services focus on discretionary investment management and employee benefit/retirement plan advisory services, including participant education and plan investment selection.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, passive asset‑class exposures implemented primarily through low‑turnover mutual funds, ETFs, and high‑quality fixed income, with asset‑allocation design informed by Monte Carlo analysis and written investment policy statements. HMVWA uses model portfolios and sub‑advisory execution from Focus Advisor Solutions, incorporates DFA‑sponsored funds and third‑party managers when appropriate, and will retain individual securities in limited, tax‑sensitive or client‑requested situations.
HMVWA’s ownership by the accounting firm Heard, McElroy & Vestal, LLC and its operational links to affiliated entities (including a third‑party administrator) are notable and uncommon among peer team firms. The brochure discloses consulting on tax, estate, retirement and related topics but does not describe a separate standalone financial‑planning product, and the firm also declines proxy‑voting authority — features that differentiate it from many peers and sit alongside a general $1,000,000 account guideline for investment management.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%
Account minimum: $1,000,000
Main office
333 Texas Street, Suite 1525
Shreveport LA 71101
Advisors at this office
3
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Roderick W
Series 63, Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Roderick Williams is a financial advisor with HMV Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at HMV Wealth Advisors since 2018 and also serves as a Tax Manager at Heard, McElroy & Vestal LLC, an accounting firm, since 2015. Outside of his advisory roles, Mr. Williams is the trustee of a family children’s trust and is involved in a family-owned real estate business as President and Shareholder. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans, managing over $567 million in discretionary assets. The firm focuses on discretionary investment management and retirement plan advisory services, employing a Modern Portfolio Theory-based, diversified, passive investment approach that includes model portfolios and sub-advisory execution.
Nicole K
Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Nicole Karamales is a financial advisor with HMV Wealth Advisors, LLC, holding a Series 65 credential and four years of industry experience. She has been with HMV Wealth Advisors since 2022 and also works part-time as an administrative assistant at the accounting firm Heard, McElroy & Vestal. Prior to her advisory career, she spent 14 years at Caddo Parish Schools, Captain Shreve High School. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm focuses on discretionary investment management and retirement plan advisory services, employing a diversified, passive investment approach grounded in Modern Portfolio Theory.
Christopher E
CFP®, PFS™, Series 65
Shreveport, LA
HMV Wealth Advisors, LLC
Christopher Eldredge is a CFP® and PFS™ professional with three years of industry experience, currently serving as an advisor at HMV Wealth Advisors, LLC. He also works as a tax manager at Heard, McElroy & Vestal, LLC, providing tax compliance and consulting services. Eldredge is involved in family and private investment entities focused on stock investments and oil and gas interests. HMV Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes diversified, passive asset-class investing based on Modern Portfolio Theory and employs model portfolios with tax-sensitive strategies and sub-advisory execution.
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