Overview
Assets Under Management: $1.1 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 296
Average Client Assets: $3 million
Frequently Asked Questions
HENGEHOLD CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107700), HENGEHOLD CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
HENGEHOLD CAPITAL MANAGEMENT LLC is headquartered in CINCINNATI, OH.
HENGEHOLD CAPITAL MANAGEMENT LLC serves 296 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, HENGEHOLD CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
HENGEHOLD CAPITAL MANAGEMENT LLC manages $1.1 billion in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, HENGEHOLD CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,742
Discretionary Accounts: 2,742
Regulatory Filings
CRD Number: 107700
Last Filing Date: 2025-02-20 00:00:00
Website: https://hcmwealthadvisors.com