Michael
Hengehold

Hcm Wealth Advisors

CRD#2377351
Investment Advisor
in Cincinnati, OH

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About this Advisor

Michael Hengehold is a financial advisor based in Cincinnati, Ohio, working with Hcm Wealth Advisors. Michael has previously held a position at Hengehold Capital Management LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Michael is part of Hcm Wealth Advisors, which operates out of Cincinnati, Ohio. The firm has one office and ten employees. The firm manages assets totaling $909.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Hcm Wealth Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6116 Harrison Ave
Cincinnati, OH 45247

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Hcm Wealth Advisors Brokerage Details

Total Assets Under Management

$909,143,810

OH Average: $2,106,341,625
Total Number of Employees

10

OH Average: 34
Total Number of Accounts

2,551

OH Average: 1,972
Average Account Size

$356,387

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Hengehold Work History

2020 - Present (4 years)

Hengehold Capital Management LLC

1990 - 2020 (30 years)

Hengehold Capital Management LLC

Disclosures

Please visit the SEC profile of Michael Hengehold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hcm Wealth Advisors

Matthew Calme
Cincinnati, OH
Daniel Rinck
Cincinnati, OH
Steven Hengehold
Cincinnati, OH
Jake Butcher
Cincinnati, OH
Gregory Middendorf
Cincinnati, OH
Douglas Johnson
Cincinnati, OH
Casey Boland
Cincinnati, OH
James Eutsler
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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