Ronald Mayfield
HV Capital Management · Montgomery, New York
Ronald Mayfield is a fee-only financial advisor at HV Capital Management in Montgomery, New York, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 5582882 |
| Exams passed | Series 63 (2008) · Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | hvcapitalmanagement.com |
| Profile |
How Ronald'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 Ronald
Is Ronald Mayfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald 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 Ronald charge for financial advice?
Ronald's firm, HV Capital Management, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Where is Ronald Mayfield based?
Ronald Mayfield is based in Montgomery, New York.
What credentials does Ronald Mayfield hold?
Ronald Mayfield holds the CFA credential.
Is Ronald Mayfield registered with the SEC?
Yes. Ronald Mayfield is registered as an investment adviser representative in NY (CRD 5582882), 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 Ronald Mayfield?
Through Ronald'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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