HMV Wealth Advisors, LLC
Firm details
- Headquarters
- Shreveport, Louisiana
- CRD number
- 297747
- Registered since
- December 16, 2022
- Website
- hmvwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.93%
- Corporations / Businesses19.73%
- Individuals2.67%
- Charitable Organizations0.67%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
HMV Wealth Advisors, LLC is an independent, SEC-registered investment adviser (registration in 2022) organized as an LLC that serves both individual/family and institutional clients on a fee‑based (percentage of AUM) model. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, pension consulting services, and selection of third‑party advisers. HMV works with external partners (notably accountants in its network) to support its advisory work and appears to favor outsourced manager relationships rather than building broad in‑house alternatives platforms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- State & Local Bonds17%
- US Government Bonds13%
- Cash & Cash Equivalents13%
- Exchange Traded Equities8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$223M in ETFs
36%
$79.5M
64%
$143M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $22.9M | 194,530 | 10.28% |
Location
Shreveport, LA
Caddo
Location
Shreveport, LA
Headquartered in Shreveport, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- Caddo
- Address
- 333 Texas St
- Time zone
- CT (UTC-6)
- Office locations
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