A complete list of active advisors currently associated with HV Capital Advisors LLC
Warmer can help you find a great advisor at HV Capital Advisors LLC or one who fits your needs even better.
HV Capital Advisors LLC serves individual and high-net-worth clients with ongoing discretionary portfolio management and financial planning services. As of December 2024 the firm reported approximately $19.1 million in discretionary assets under management across roughly 100 client relationships. The firm documents client goals in individualized Investment Policy Statements and typically operates with written discretionary authority, conducting account reviews at least monthly. Its investment process combines fundamental, technical, charting and cyclical analysis and implements both long- and short-term trading, including margin, short sales and options strategies. Compared with many solo independent advisers, HV Capital offers access to a broader and more complex set of investments—mutual funds, ETFs, equities, fixed income, REITs, hedge funds, and private placements—while managing all assets in-house rather than selecting third-party managers. The firm requires clients to use its recommended custodian (Interactive Brokers), employs block trading for execution efficiency, and discloses policies on personal trading and a written Code of Ethics to address potential conflicts.
To learn more about the advisors currently working at HV Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 25
|
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