HV Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$53,526,199
Clients
53
Advisors
3
of 4 employees
About
HV Capital Management provides personalized financial planning and discretionary and non‑discretionary investment advisory services to individuals, high‑net‑worth clients, family offices, trusts, estates, private foundations and qualified retirement plans. The firm manages roughly $71.5 million on a discretionary basis and charges asset‑based advisory fees for its investment management services.
HVCM’s investment process blends a top‑down Macroeconomic Signal Matrix that synthesizes global economic indicators with bottom‑up security and sector research, combining quantitative screening and qualitative analysis to set strategic allocations and tactical positions. Portfolios are customized to clients’ objectives, tax sensitivity and time horizon, and the firm may use unaffiliated external managers for portions of client assets while retaining oversight and monitoring responsibilities.
A distinguishing feature is HVCM’s subscription research program: the firm publishes monthly periodicals with market commentary, economic analysis, portfolio examples and thematic insights that are offered on a subscription basis and are not tailored to individual subscribers. For a small, two‑advisor firm with about $71M in AUM, HVCM also applies its formal macro signal framework across both strategic and tactical decision‑making and incorporates financial planning into managed‑account relationships without charging a separate planning fee.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Subscription research services fee is $20 per month or $200 annually
Account minimum: $3,000 minimum annual fee Minimum fee: Minimum annual investment management services fee of $3,000 Fee-only: Investment management services fees and subscription research services fees; no commissions
Main office
2134 State Route 208, Suite 4
Montgomery NY 12549
Advisors at this office
3
Most active in
New York
Also doing business as
Hv Capital Management · Hv Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Mark L
Series 65
Montgomery, NY
HV Capital Management
Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.
Ronald M
CFA®, Series 63, Series 65
Montgomery, NY
HV Capital Management
Ronald Mayfield is a CFA® charterholder with six years of industry experience. He is currently an advisor at HV Capital Management, where he has worked since 2025, following an 11-year tenure at Hudson Valley Investment Advisors. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix to combine macroeconomic and thematic analysis with security-level research, supporting both strategic asset allocation and tactical positioning.
Melissa M
Montgomery, NY
HV Capital Management
Melissa Mineau is a financial advisor at HV Capital Management with four years of industry experience. She previously worked at Hudson Valley Investment Advisors, Inc. for 25 years before joining HV Capital Management in 2025. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix that combines top-down macro and thematic analysis with bottom-up research to guide asset allocation and tactical positioning, and it offers a subscription-based monthly research publication.
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