David Hone
LCV Advisors · Johns Island, South Carolina
David Hone is a fee-only financial advisor at LCV Advisors in Johns Island, South Carolina, who holds the CFA credential. LCV Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LCV Advisors |
|---|---|
| Based in | Johns Island, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $46.7M across 74 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, NY, SC · CRD 2785735 |
| Exams passed | Series 63 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lcvadvisors.com |
| Profile |
How David's firm compares
- LCV Advisors's average account is about $631,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about David
Is David Hone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and LCV Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, LCV Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does David work with clients virtually?
Yes. LCV Advisors says on its website that it works with clients remotely.
Where is David Hone based?
David Hone is based in Johns Island, South Carolina.
What credentials does David Hone hold?
David Hone holds the CFA credential.
Is David Hone registered with the SEC?
Yes. David Hone is registered as an investment adviser representative in IL, NY and SC (CRD 2785735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LCV Advisors manage?
LCV Advisors reports $46.7M across 74 accounts in assets under management.
How do I contact David Hone?
Through David's website, lcvadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- LCV Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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