# PMV Capital Advisers, LLC

> PMV Capital Advisers, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 308010
- Filed as: PMV CAPITAL ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308010
- AdvisorCensus page: https://advisorcensus.com/firm/pmv-capital-advisers-llc-dallas-tx-308010

## Quick answers

**How is PMV Capital Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PMV Capital Advisers, 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 PMV Capital Advisers, LLC located?**
PMV Capital Advisers, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is PMV Capital Advisers, LLC registered with the SEC or a state?**
PMV Capital Advisers, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 308010.

**How much does PMV Capital Advisers, LLC manage?**
PMV Capital Advisers, LLC reports $132,035,455 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have PMV Capital Advisers, LLC's assets and staff changed since 2023?**
In the Form ADV data for PMV Capital Advisers, LLC: Regulatory assets under management: $62,021,821 in the October 2023 data and $132,035,455 in the October 2026 data, up 113%. Total employees: 4 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 PMV Capital Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (24); investment companies (1).

**Which custodians does PMV Capital Advisers, LLC use?**
PMV Capital Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does PMV Capital Advisers, 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/308010

**What changed in PMV Capital Advisers, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $92,849,837 to $132,035,455 (+42%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $132,035,455
- Discretionary: $132,035,455
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $6,356,192 |
| High net worth individuals | 24 | $16,674,288 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 1 | $53,763,724 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | Fewer than 5 | $53,657,893 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $1,583,358 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pmvadvisers.com
- pmvcapital.com
- LinkedIn @pmvcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $62,021,821 | 4 | March 31, 2023 |
| October 2024 | $78,991,427 | 4 | March 29, 2024 |
| October 2025 | $92,849,837 | 5 | March 31, 2025 |
| October 2026 | $132,035,455 | 4 | March 31, 2026 |

Regulatory assets under management: $62,021,821 in the October 2023 data and $132,035,455 in the October 2026 data, up 113%.
Total employees: 4 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $92,849,837 to $132,035,455 (+42%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PMV Capital Advisers, LLC (CRD 308010): Form ADV filing data as of October 2026.