# HV Capital Advisors LLC

> HV Capital Advisors LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 163912
- Filed as: HV CAPITAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/163912
- AdvisorCensus page: https://advisorcensus.com/firm/hv-capital-advisors-llc-dallas-tx-163912

## Quick answers

**How is HV Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HV Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is HV Capital Advisors LLC located?**
HV Capital Advisors LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is HV Capital Advisors LLC registered with the SEC or a state?**
HV Capital Advisors LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 163912.

**How much does HV Capital Advisors LLC manage?**
HV Capital Advisors LLC reports $19,100,000 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**What types of clients does HV Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (32).

**Does HV Capital 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/163912

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $19,100,000
- Discretionary: $19,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $6,112,000 |
| High net worth individuals | 68 | $12,988,000 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HV Capital Advisors LLC (CRD 163912): Form ADV filing data as of October 2026.