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
- HNWI77.19%
- Corporations / Businesses19.29%
- Individuals2.75%
- Charitable Organizations0.77%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
HMV Wealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2022 and operates as a limited liability company under domestic ownership. The firm positions itself as a capital allocator for both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, selection of third-party managers, and pension consulting support. HMV does not identify as an active ESG investor and is not described as a multi-state adviser.
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
- Cash & Cash Equivalents63%
- Public Funds/Mutual Funds26%
- US Government Bonds6%
- State & Local Bonds3%
- Exchange Traded Equities2%
Contacts
3 of 4
Robert Dean
PartnerCRD 6993585
Nicole Karamales
Client Relationship SpecialistCRD 7621901
Roderick Williams
Vice PresidentCRD 5706445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$228M in ETFs
35%
$78.8M
65%
$150M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $24.6M | 197,200 | 10.78% |
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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