Advisor at HV Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HV Capital Management
Location
Montgomery, NY 12549
Credentials
CFA®, Series 63, Series 65
Industry experience
7 years
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.
Based on HV Capital Management
$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%
Subscription research services fee is $20 per month or $200 annually paid in advance
Account minimum: $3,000 minimum annual fee for investment management services clients Minimum fee: Minimum annual investment management services fee of $3,000
2134 State Route 208, Suite 4
Montgomery, NY 12549
New York
HV Capital Management, LLC
2025 - Present (1 year)
Hudson Valley Investment Advisors
2014 - 2025 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFA®, Series 63, Series 65
Garrison, NY
Prentice Investment Management, LLC
Series 63, Series 65
Newburgh, NY
TruNorth Financial LLC
Series 65
Middletown, NY
Aviles Capital Management LLC
CFP®, Series 63, Series 65
Goshen, NY
Great Path Planning
Series 65
Montgomery, NY
HV Capital Management
CFP®
Garrison, NY
Hudson Portfolio Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")