HV Capital Management
SEC RegisteredInstitutional Discipline. Human Clarity.
About the firm
HV Capital Management is a team of experienced fiduciaries who combine disciplined investment research with a deeply personal, client-first philosophy. Founded by a team that has spent more than a decade investing together, the firm offers research-driven portfolio management, hands-on guidance, and steady partnership. With more than seventy years of combined experience, the team has managed portfolios through periods of growth, volatility, inflation, and uncertainty.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Research-driven portfolio management, hands-on guidance, investment research, portfolio construction, and active management decisions
Who they serve
Individuals, families, institutions, and advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 37 | $14M |
| High Net Worth Individuals | 16 | $40M |
| Charitable Organizations | 2 | $12M |
| State/Municipal Entities | 1 | — |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.20% |
| $1,000,001 to $2,000,000 | 1.00% |
| $2,000,001 to $3,000,000 | 0.80% |
| $3,000,001 to $5,000,000 | 0.60% |
| Above $5,000,000 | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HV Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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