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RIA · CRD 339467SEC-Registered

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HV Capital Management

HV Capital Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 339467, SEC file 801-134910).

Overview

HV Capital Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 339467, SEC file 801-134910). Its main office is in Montgomery, New York. Its Form ADV filed on 14 May 2026 reports $71.5M in regulatory assets under management across 114 accounts.

General information

Firm type

Registered Investment Adviser

AUM

$71.5M regulatory AUM (Form ADV, May 2026)

Location

Region

North America

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