Investment adviser · CRD 107700
HCM WEALTH ADVISORS
Investment adviser filing (IA)
HENGEHOLD CAPITAL MANAGEMENT LLC
CINCINNATI, OH, United States · Form ADV filed Mar 2, 2026
- Regulatory AUM
- $1.23B Form ADV · Item 5.F
- Client accounts
- 2,964 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 334 | $926,237,659 | 75.3% |
| Individuals | 516 | $187,969,702 | 15.3% |
| Corporations & businesses | Fewer than 5 | $99,377,031 | 8.1% |
| Charities | Fewer than 5 | $16,690,815 | 1.4% |
| Retirement plans | Fewer than 5 | $304,865 | 0.0% |
Filing source
Form ADV 2063394 · Mar 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
6116 HARRISON AVECINCINNATI, OH, 45247-7833, United States
CRD 107700
Filing source
Form ADV 2063394 · Mar 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.