HCM Wealth Advisors
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 107700
- Registered since
- November 29, 1990
- Website
- hcmwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.27%
- Individuals15.27%
- Corporations / Businesses8.08%
- Charitable Organizations1.36%
- Pension & Profit Sharing Plans0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
HCM Wealth Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 1990. The firm is owner-operated and positions itself as a capital allocator for individual and family clients, combining financial planning with portfolio management for individuals and small businesses. Its client-facing services also include selecting third‑party advisers, publishing periodicals or newsletters, and running educational seminars and workshops. Fee arrangements mix percentage-of-AUM billing with fixed fees. HCM does not identify as an active ESG investor. The firm has received at least one industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Michael Hengehold
Founder & CEOCRD 2377351
Contacts
3 of 9
Matthew Calme
Wealth AdvisorCRD 6353065
Jake Butcher
Partner, Wealth AdvisorCRD 5058104
Gregory Middendorf
Wealth Advisor, PartnerCRD 6429344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$1.1B in ETFs
95%
$1.1B
2%
$55.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $223M | 7,605,959 | 20.11% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 6116 Harrison Ave
- Time zone
- ET (UTC-5)
- Office locations
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