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, SEC-registered registered investment adviser organized as an LLC and operating since 1990. The firm serves individual and family clients using a fee model that combines a percentage of assets under management with fixed fees. HCM acts as a capital allocator: it constructs client portfolios with a core emphasis on public funds and mutual funds while also selecting third-party managers and specialty investments where appropriate. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, manager selection, regular client communications such as newsletters, and educational seminars or workshops. HCM is not positioned as an active ESG investor. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1MICHAEL HENGEHOLD
Founder & CEOCRD 2377351
Contacts
3 of 9GREGORY MIDDENDORF
Wealth Advisor, PartnerCRD 6429344
DOUGLAS JOHNSON
Senior Investment StrategistCRD 4730228
JAMES EUTSLER
Wealth Advisor, PartnerCRD 6545987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$955M in ETFs
95%
$904M
2%
$51.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $194M | 7,722,465 | 20.29% |
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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