A complete list of active advisors currently associated with LCV Advisors LLC

Warmer can help you find a great advisor at LCV Advisors LLC or one who fits your needs even better.

LCV Advisors provides discretionary investment management and financial planning to a mix of individuals, high‑net‑worth clients, trusts, estates, corporations and other business entities. Services include tailored portfolio management, comprehensive and hourly financial planning, and oversight of held‑away assets where the firm may obtain limited trading authority. The firm constructs portfolios using a combination of fundamental, technical and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to meet client asset‑allocation targets. LCV reports approximately $46.7 million in discretionary assets under management across about 24 client relationships and conducts regular (at least quarterly) account reviews, generally favoring longer‑term holdings unless reallocations are warranted. Notably, LCV offers portfolio management to institutional clients (corporations and other business entities) in addition to individual and trust clients, a service mix that is uncommon among small independent advisers. The firm operates through an institutional custody relationship and leverages custodial research and trading resources to support investment selection and execution, and its principal brings prior large‑cap institutional portfolio management experience and professional credentialing.

To learn more about the advisors currently working at LCV 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
David Hone	Johns Island, SC	26

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