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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 Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Clients
850
2,964 accounts
Employees
11
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 9 | 11 | increased by2 |
| Mar 1, 2026 | Clients | 796 | 850 | increased by54 |
| Mar 1, 2026 | AUM | $1,084,067,745 | $1,230,580,072 | increased by$146,512,327 |
| Mar 1, 2026 | Accounts | 2,742 | 2,964 | increased by222 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 709 | 796 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $894,566,067 | $1,084,067,745 | increased by$189,501,678 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,292 | 2,742 | increased by450 |
| Mar 1, 2022 | Employees | 9 | 10 | increased by1 |
| Mar 1, 2022 | Clients | 690 | 709 | increased by19 |
| Mar 1, 2022 | AUM | $767,904,803 | $894,566,067 | increased by$126,661,264 |
| Mar 1, 2022 | Accounts | 2,207 | 2,292 | increased by85 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HCM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HCM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.