HV Capital Management fees and pricing

Firm size: 4 employees.
Registered as an adviser: 2025.

Financial planner in Montgomery, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 14, 2026, HV Capital Management charges a monthly fee of $20 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $20/mo; “The subscription research services fee is a monthly fee of $20 or an annual fee of $200 paid in advance.”

Payment and refund terms, quoted from the fee section of the brochure.

“The investment management services fee shall be paid, quarterly in arrears, based on the asset value of the client’s accounts as of the last business day of the quarter.”
“Fees for partial billing periods, including the initial and final quarters (as applicable), are prorated.”
“Fees for subscription research services are directly billed to the subscribers.”

How the firm is paid: Fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 53
Employees: 4
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and newsletters and publications
Assets managed: $71,512,244
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 339467
Website: hvcapitalmanagement.com (opens in new tab)
Phone: (845) 655-4826

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.