Henry Smith
HV Capital Advisors · Dallas, Texas
Henry Smith is a fee-only financial advisor at HV Capital Advisors in Dallas, Texas. HV Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | HV Capital Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $19.1M across 170 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2945047 |
| Exams passed | Series 66 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Henry's firm compares
- HV Capital Advisors's average account is about $112,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Henry
Is Henry Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henry holds no broker registration, and HV Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Henry charge for financial advice?
Henry's firm, HV Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Henry Smith based?
Henry Smith is based in Dallas, Texas.
Is Henry Smith registered with the SEC?
Yes. Henry Smith is registered as an investment adviser representative in TX and VA (CRD 2945047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HV Capital Advisors manage?
HV Capital Advisors reports $19.1M across 170 accounts in assets under management.
How do I contact Henry Smith?
Contact details aren't on file yet. Search for HV Capital Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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