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HCM WEALTH ADVISORS
HENGEHOLD CAPITAL MANAGEMENT LLC
CRD 107700 · SEC 801-37821
6116 HARRISON AVE, CINCINNATI, OH, 45247-7833, United States
Phone
513-598-5120
Fax
513-347-2544
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
11 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 516 | $188.0M |
| High net worth individuals | 334 | $926.2M |
States served
CA, IL, IN, KY, LA, NY, NC, OH, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD