# HMV Wealth Advisors, LLC > HMV Wealth Advisors, LLC is an SEC-registered investment advisory firm in Shreveport, LA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026. - CRD: 297747 - Filed as: HMV WEALTH ADVISORS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Shreveport, LA - Filing period: October 2026 - Form ADV filing dated: September 9, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297747 - AdvisorCensus page: https://advisorcensus.com/firm/hmv-wealth-advisors-llc-shreveport-la-297747 ## Quick answers **How is HMV Wealth Advisors, LLC compensated?** On its Form ADV (Item 5.E, October 2026), HMV Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is HMV Wealth Advisors, LLC located?** HMV Wealth Advisors, LLC's principal office is in Shreveport, LA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F). **Is HMV Wealth Advisors, LLC registered with the SEC or a state?** HMV Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 297747. **How much does HMV Wealth Advisors, LLC manage?** HMV Wealth Advisors, LLC reports $567,404,328 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary). **How have HMV Wealth Advisors, LLC's assets and staff changed since 2023?** In the Form ADV data for HMV Wealth Advisors, LLC: Regulatory assets under management: $117,921,465 in the October 2023 data and $567,404,328 in the October 2026 data, up 381%. Total employees: 5 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does HMV Wealth Advisors, LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (50); corporations or other businesses not listed above (19). **Which custodians does HMV Wealth Advisors, LLC use?** HMV Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets. **Does HMV Wealth Advisors, LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297747 **What changed in HMV Wealth Advisors, LLC's recent Form ADV filings?** In the October 2026 filing data: Regulatory assets under management went from $464,771,467 to $567,404,328 (+22%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Custodians (Schedule D, Section 5.K(3)) - National Financial Services LLC Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $567,404,328 - Discretionary: $567,404,328 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 50 | $15,162,511 | | High net worth individuals | 67 | $436,523,918 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 2 | $3,790,732 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 19 | $111,927,167 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Pension consulting services - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2022 (3 years) - Employees: 4 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: LA, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the October 2026 filing - Longview, TX - Monroe, LA ### Websites listed on Form ADV (Item 1.I) - hmvwealth.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2023 | $117,921,465 | 5 | September 28, 2023 | | October 2024 | $305,193,651 | 4 | September 9, 2024 | | October 2025 | $305,193,651 | 4 | September 9, 2024 | | October 2026 | $567,404,328 | 4 | September 9, 2026 | Regulatory assets under management: $117,921,465 in the October 2023 data and $567,404,328 in the October 2026 data, up 381%. Total employees: 5 in October 2023 and 4 in October 2026. ## Changes in the filing (last 12 months) ### October 2026 - Regulatory assets under management went from $464,771,467 to $567,404,328 (+22%). ### December 2025 - Regulatory assets under management went from $305,193,651 to $464,771,467 (+52%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HMV Wealth Advisors, LLC (CRD 297747): Form ADV filing data as of October 2026.