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Christopher Mark Eldredge

HMV WEALTH ADVISORS
SHREVEPORT, LA
·CRD# 7790184·3 years experience

Professional Summary

Christopher Mark Eldredge is a registered financial advisor currently at HMV WEALTH ADVISORS, LLC located in Shreveport, Louisiana. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

HMV WEALTH ADVISORS, LLC·CRD# 297747
RIA
333 Texas Street Suite 1525, Shreveport, LA 71101
August 22, 2023 - Present

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Current Firm

HW
HMV WEALTH ADVISORS, LLC

HMV WEALTH ADVISORS, LLC

CRD#: 297747 / SEC#: 801-127046
RIA
Registered Investment Advisory firm - SEC (12/16/2022 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (1/3/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (12/22/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

333 Texas Street Suite 1525, Shreveport, LA 71101

Phone Number

(318) 517-6255

# of Employees

4

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HMV WEALTH ADVISORS, LLC PART 2 (9/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

138

AUM (Assets Under Management)

$567,404,328

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
02/27/2026Cover PageReport
03/31/2025Cover PageReport
02/26/2024Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Heard, McElroy & Vestal, LLC 333 Texas Street, Suite 1525 Shreveport, LA 71101 Non-investment Related CPA Firm Tax Manager January 2022 to present Duties include providing tax compliance and consulting services to clients. Approximate time spent per month with the CPA firm based on 40 hour work week will be 4 hours a month and 156 hours per month with HMV Wealth. During securities trading hours this would be approximately 2 hours per month to the CPA firm and 128 hours per month to HMV Wealth. Trabue Investments, LLC 941 Trabue Street Shreveport, LA 71106 Investment Related Manager, Member & 20% owner Family investment LLC Entity was formed on June 6, 2022 and I was a founding member. Devotes approximately 1 hour a month after normal business and securities trading hours. No duties outside of discussing with siblings and parents potential stock investments we would like to make. East Ridge Energy Partners, LLC 4113 Glenwood Drive Fort Worth, TX 76109 Investment Related Member & 6% owner Investment company formed with friends to invest in an oil and gas working interest and royalty partnership (Red River Energy Partners, LLC). Entity was formed in April of 2023. Devotes approximately 1 hour a month after normal business and securities trading hours. No duties. The Wolves of Texas Street 333 Texas Street, Suite 1525 Shreveport, LA 71101 Member and 3.8% owner Formed January 9, 2024 Investment Related No formal duties. Devotes approximately 1 hour per month during securities trading hours to discuss investments with other owners.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HMV WEALTH ADVISORS, LLC

HMV WEALTH ADVISORS, LLC

CRD#: 297747 / SEC#: 801-127046
RIA
Registered Investment Advisory firm - SEC (12/16/2022 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (1/3/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (12/22/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Louisiana
(8/22/2023)
IAR
Texas
(1/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Mark Eldredge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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CE
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