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HV CAPITAL ADVISORS LLC
CRD 163912
2775 VILLA CREEK DRIVE, SUITE 217, DALLAS, TX, 75234, United States
Phone
(214) 357-5600
Fax
(888) 265-7053
Registration
— (—)
Source
State registered
Total AUM
$19.1M
Discretionary AUM
$19.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $6.1M |
| High net worth individuals | 68 | $13.0M |
Official SEC filing: View on IAPD