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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-17-2012
- Office Locations
- 1
Office Locations
About HV Capital Advisors LLC
HV Capital (Dallas, TX) provides tax planning and preparation, accounting/bookkeeping, and help resolving IRS tax problems, alongside CFO-style business consulting and strategic planning for small businesses and individuals (business owners, executives, independent professionals). The team emphasizes ongoing planning and can prepare tax returns across all 50 states; its advisory business primarily implements ETF-based SMAs via Interactive Brokers.
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Investment Themes
Investment Vehicles
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Owner & Executives
HENRY LEQUENCE SMITH
Managing Member, Senior Business Analyst
- CRD
- #2945047
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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