HCM WEALTH ADVISORS

Legal name: HENGEHOLD CAPITAL MANAGEMENT LLC

CRD 107700File 801-37821

APPROVED

Retail clients

Custody

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.23B

Above cohort median (national)

Discretionary AUM

$1.23B

Clients

850

2,964 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 29, 1990
Principal office: 6116 HARRISON AVE, CINCINNATI, OH, 45247-7833
Phone: 513-598-5120
Website: https://www.facebook.com/HCMWealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.23B
Discretionary AUM: $1.23B
Non-discretionary AUM: $0
Discretionary accounts: 2,964
Non-discretionary accounts: 0
Total accounts: 2,964
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$99.4M
Charitable organizations	Fewer than 5	$16.7M
High net worth individuals	334	$926.2M
Pension and profit sharing plans	Fewer than 5	$305K
Individuals (other than high net worth individuals)	516	$188.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.