H
HV Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,100,000
Clients
100
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$191,000
About
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.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Real estate investing
Fee options
$250 to $7,000
$1 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$100 to $250 per hour
Main office location
HV Capital Advisors LLC
2775 Villa Creek Drive, Suite 217
Dallas TX 75234, United States
Number of offices
1
Most active in
HV Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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