Hv Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Montgomery, NY. Its latest Form ADV filing, dated March 25, 2026, reports $72M in regulatory assets under management, 4 employees, and 114 accounts.
Assets Under Management
$72M
Employees
4
Offices
--
Total Clients
60
Primary office
MONTGOMERY, NY
2134 STATE ROUTE 208, SUITE 4, MONTGOMERY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
37
2
HNWI
26.7%
16
3
Corporations
6.7%
4
4
Pension Plans
3.3%
2
5
Charitable
1.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$72Mas of March 25, 2026
Discretionary100.0%
$72M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$72M
Total Accounts114
10Y AUM Change+$72M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.