Mark Lazarczyk
HV Capital Management · Montgomery, New York
Mark Lazarczyk is a fee-only financial advisor at HV Capital Management in Montgomery, New York. HV Capital Management reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | HV Capital Management |
|---|---|
| Based in | Montgomery, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Assets under management | $71.5M across 114 accounts |
| SEC registration | Investment adviser representative in NY · CRD 3273113 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | hvcapitalmanagement.com |
How Mark's firm compares
- HV Capital Management's average account is about $627,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Mark
Is Mark Lazarczyk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and HV Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, HV Capital Management, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Where is Mark Lazarczyk based?
Mark Lazarczyk is based in Montgomery, New York.
Is Mark Lazarczyk registered with the SEC?
Yes. Mark Lazarczyk is registered as an investment adviser representative in NY (CRD 3273113), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HV Capital Management manage?
HV Capital Management reports $71.5M across 114 accounts in assets under management.
How do I contact Mark Lazarczyk?
Through Mark's website, hvcapitalmanagement.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
- 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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