H
$71.5M Total AUM
$71.5M Disc. AUM
-- 3Y CAGR
4 Employees
60 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier harborLegacy ember
- Established Date
- 11-01-2025
- Office Locations
- 1
Office Locations
2134 State Route 208 Suite 4 Montgomery NY
About HV Capital Management
HV Capital Management is a Montgomery-based RIA. The firm has been operating for 0 years. Managing $71.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$35.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Oak Summit
Client Personas
Foundation Value
Custodian
Vital Alpha legacy Focus Value harbor Ridge Ridge
Investment Themes
Catalyst Optima Ridge
Investment Vehicles
Alpha signal Element catalyst
Services
Prime ridge Signal signal Matrix Harbor Focus signal Optima frontier Wave
Technology
Momentum glacier Delta
Owner & Executives
M
MARK ALAN LAZARCZYK
Chief Executive Officer
- CRD
- #3273113
- Ownership
- 25% but less than 50%
(946) 494-1040
zenith.unison@optimacapital.com
in linkedin.com/in/fusion-frontier
R
RONALD PAULY MAYFIELD
Chief Investment Officer
- CRD
- #5582882
- Ownership
- 25% but less than 50%
(312) 251-6543
eagle.vital@vectorcapital.com
in linkedin.com/in/radial-insight
M
Momentum focus
Catalyst glacier
- CRD
- #80837
- Ownership
- 41.2%
(243) 219-4936
quantum.insight@vertexcapital.com
in linkedin.com/in/matrix-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,512,244 | $627,300 |
| Non-Discretionary | $0 | -- |
| Total | $71,512,244 | $627,300 |
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Separately Managed Accounts
Total SMA Asset: $71,512,244
Equity - Exchange:
10.9% Corporate - Investment Grade:
30.2% Public Funds:
10.7% Cash:
16.5% Municipal Bonds:
7.9% U.S. Government/Agency:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $595,533,189 | 10.9% |
| Corporate - Investment Grade | $1,650,009,385 | 30.2% |
| Public Funds | $584,605,974 | 10.7% |
| Cash | $901,495,194 | 16.5% |
| Municipal Bonds | $431,624,972 | 7.9% |
| U.S. Government/Agency | $1,300,338,521 | 23.8% |
| Total | $5,463,607,235 | 100.0% |