HV Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$71,512,244
Total clients
53
30% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,349,288
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
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% 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
Main office location
HV Capital Management
2134 State Route 208, Suite 4
Montgomery NY 12549, United States
Number of offices
1
Most active in
New York
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.
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