$46.7M Total AUM
$46.7M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta horizonDelta pathway
- Established Date
- 04-13-2017
- Office Locations
- 1
Office Locations
-- Johns Island SC
About LCV Advisors LLC
LCV Advisors is a fee-only, independent RIA providing objective financial planning and portfolio management tailored to clients across life stages, including entrepreneurs. The firm emphasizes fiduciary, transparent advice without commissions or product sales, and builds allocations using diversified vehicles such as ETFs and funds. Custodies at Charles Schwab.
Team overview
56 AVG AGE
$46.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
See the complete signal summary connected to peak.
Open the full profile to inspect shifts in ridge ember.
See the complete signal summary connected to pioneer.
Open the full profile to inspect shifts in wave capital.
Open the full profile to inspect shifts in catalyst legacy.
Unlock to see real insight on beacon ember element.
See the complete signal summary connected to ridge ridge.
Request access to benchmark trends tied to oak radial.
Asset Classes
Quantum zenith Atlas Meridian Ember zenith
Client Personas
Peak
Custodian
Vector Momentum north Signal
Investment Themes
Momentum Timber Frontier momentum
Investment Vehicles
Ridge Oak timber
Services
Vector Ridge North Alpha meridian Oak Crest Element atlas
Technology
Summit Oak
Owner & Executives
D
DAVID FRANCIS HONE
Analyst, Chief Compliance Officer, President
- CRD
- #2785735
- Ownership
- 75% or more
(389) 807-9154
harbor.vector@summitcapital.com
in linkedin.com/in/quantum-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,686,394 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,686,394 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $46,686,394
Public Funds:
24.1% Equity - OTC:
14.6% Equity - Exchange:
27.2% Cash:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,656,954,773 | 24.1% |
| Equity - OTC | $1,003,798,327 | 14.6% |
| Equity - Exchange | $1,870,090,035 | 27.2% |
| Cash | $2,344,487,875 | 34.1% |
| Total | $6,875,331,010 | 100.0% |