HV Capital Advisors LLC

Overview

HV Capital Advisors LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses. Its billing approach includes an asset-based percentage fee plus the ability to charge hourly or fixed fees, which suggests flexibility for both ongoing wealth management and project-based planning engagements. The adviser is not positioned as a capital allocator or pension consultant, does not report being an active ESG investor, and is organized under single-owner (individual) ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives