MMHP INVESTMENT ADVISORS

RIASEC RegisteredEst. 1993

Total AUM

$435M

Discretionary

$435M

100% of AUM

Avg account

$337K

Accounts

1,290

Employees

Advisory reps

Firm details

Headquarters: THOMASVILLE, Georgia
CRD number: 107861
Registered since: May 3, 1993
Website: mmhpinvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.94%
Individuals10.03%
Pension & Profit Sharing Plans0.95%
Charitable Organizations0.06%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mmhp Investment Advisors is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients with a mix of advisory, planning and insurance services. The firm acts as a capital allocator, building portfolios from both internally selected public funds and third-party managers. Its advisory suite includes financial planning, portfolio management for individuals and small businesses, institutional portfolio work, pension consulting and selection of other advisers, and the firm also operates as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fee engagements. Investment behavior skews toward public funds and mutual funds as the primary building blocks of client portfolios, but Mmhp Investment Advisors also places client capital with external alternative managers when appropriate. The firm is not an active ESG investor and is not registered as a multi-state adviser; it has been SEC-registered since 1993 and maintains a concentrated custodial relationship that supports its discretionary asset base.