Michael
Hengehold

Hcm Wealth Advisors

CRD#2377351
Investment Advisor
in Cincinnati, OH

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About this Advisor

Michael Hengehold is a personal financial specialist based in Cincinnati, Ohio with 9 years of relevant experience. Hengehold is on the advisory team at Hcm Wealth Advisors. Their career trajectory has included roles at Hengehold Capital Management LLC. Hengehold has a Series 65 license, designating them as an investment advisor representative, and can serve investors in Ohio and Texas. Hcm Wealth Advisors is a financial advisory firm headquartered in Cincinnati, OH. It has a total of 10 advisors. It handles $800 million in assets under management between its 2,389 accounts, making it one of the bigger firms in the country by assets under management. Of its 2,389 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services are based on the type of services. However, fees billed by Hcm Wealth Advisors most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

Years Registered*

9 years

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

$800,310,625

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

10

OH Average: 34
Total Number of Accounts

2,389

OH Average: 1,972
Average Account Size

$334,998

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

Michael has been registered as a financial advisor for 9 years.*

2020 - Present (4 years)

Hengehold Capital Management LLC

1990 - 2020 (30 years)

Hengehold Capital Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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