HV Capital Management

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Client assets under management

$53,526,199

Clients

30% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,009,928

About

HV Capital Management provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, family offices, trusts, estates, private foundations and qualified retirement plans. The firm also offers a subscription-based research service that delivers monthly market commentary, economic analysis, portfolio examples and thematic investment insights separate from its client advisory services.

The firm tailors portfolios to client objectives using a combination of strategic asset allocation and tactical positioning guided by a proprietary Macroeconomic Signal Matrix (MSM) that synthesizes global economic indicators. HVCM integrates top-down macro and thematic analysis with bottom-up security and sector research and may recommend unaffiliated external managers for portions of client assets.

Noteworthy aspects include the subscription research publications and periodic newsletters, which the brochure highlights as general, non‑customized content and are uncommon among comparable firms. HVCM is newly registered, operates with a small advisory team managing discretionary assets, and discloses initial business support from its custodian platform, a relationship the firm notes as a potential conflict to monitor.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Private / alternative investments Wealth management

Fee options

Percentage

$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% Above $5,000,000+: 0.50%

Subscriptions

Subscription research services fee is $20 per month or $200 annually paid in advance

Other

Account minimum: $3,000 minimum annual fee for investment management services clients Minimum fee: Minimum annual investment management services fee of $3,000

Main office location

HV Capital Management

2134 State Route 208, Suite 4

Montgomery NY 12549, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 845-655-4826

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.

Private / alternative investments Wealth management

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.

Private / alternative investments Wealth management

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