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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2018
- Office Locations
- 1
Office Locations
About HMV Wealth Advisors, LLC
HMV Wealth Advisors, LLC provides fiduciary wealth management and financial planning for individuals and businesses, with an emphasis on tax and estate planning, generational transfers, and charitable giving. Its investing approach targets low-cost, tax-efficient portfolios by focusing on controllables like expenses and taxes to pursue risk-adjusted market returns. The firm is a wholly owned affiliate of Heard, McElroy & Vestal, a regional accounting and business consulting firm, and offers complimentary second-opinion portfolio reviews.
Team overview
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Owner & Executives
ROBERT LEROY DEAN
President
- CRD
- --
- Ownership
- Less than 5%
RODERICK SCOTT WILLIAMS
Chief Compliance Officer, Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #5706445
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Christopher Mark Eldredge
Financial Advisor
- CRD
- #7790184
Nicole Alexandra Karamales
--
- CRD
- #7621901
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $464,771,467 | $4,113,022 |
| Non-Discretionary | $0 | -- |
| Total | $464,771,467 | $4,113,022 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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