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| HMV Wealth Advisors LLC
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|---|---|
| CRD # | 297747 |
| SEC # | 801-127046 |
| CIK # | 0002054904 |
| AUM | 464.8 M (2025-09-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 318-517-6255 |
| Address | 333 Texas Street Shreveport, LA 71101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002054904 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Miami International Holdings Inc | 5.1 | ||
| Lam Research Corp | 2.8 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Apple Inc | 1.8 | ||
| Marathon Petroleum Corp | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 12.8 |
| (b) Individuals (high net worth individuals) | 52 | 358.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 89.7 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 464.8 |
| By Discretionary | ||
| Discretionary | 113 | 464.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 464.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 464.8 | |
| Total | 113 | 464.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054904] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Baldwin & Clarke Advisory Services LLC
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NH | 465.7 M |
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John F Suby Wealth Management LLC
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SARD Wealth Management Group LLC
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Independence Financial Advisors LLC
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|
MKT Advisors LLC
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