HCM Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HCM Wealth Advisors is an SEC‑registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, retirement plans, charitable organizations and businesses. The firm manages model‑based asset allocation portfolios and oversees approximately $1.23 billion in client assets across a broad base of individual and institutional accounts.
The firm’s investment process centers on long‑term, model‑driven asset allocation informed by fundamental, technical, quantitative and qualitative analysis, with periodic rebalancing and tax‑harvesting as appropriate. HCM Wealth Advisors implements discretionary trading for client accounts and may use options and other derivatives (including covered‑call strategies) as well as third‑party sub‑advisers in separately managed account programs when consistent with client objectives and suitability.
Distinctive operational features include a periodic client newsletter and regular planning meetings that the firm uses to communicate market and planning topics, and an affiliation with an accounting and tax practice (HG CPAs dba HCM CPAs) that provides tax services to some clients independently of the advisory business. The advisory team combines a range of professional credentials (CFP, CFA, CPA, CMA, among others) and documents conflict‑management procedures and a Code of Ethics to address potential conflicts arising from the affiliate relationship and from the firm’s use of model and third‑party manager solutions.
Client services
Expertise
Fee options
Fixed fees offered as per SEC Form ADV Part 1, but not specifically detailed in brochure
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% Over $5,000,000+: 0.50%
Main office
6116 Harrison Ave
Cincinnati OH 45247
Advisors at this office
8
Most active in
California · Florida · Illinois · Indiana · Kentucky · Louisiana · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
Hcm Wealth · Hcm Wealth Advisors · Hengehold Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jake B
CFP®
Cincinnati, OH
HCM Wealth Advisors
Jake Butcher is a CFP® professional with 11 years of industry experience, currently serving at HCM Wealth Advisors in Cincinnati, OH. He has been with Hengehold Capital Management LLC since 2011, totaling 15 years at the related entity. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a model-driven, long-term asset allocation approach supported by fundamental, technical, quantitative, and qualitative analysis.
Matthew C
CFP®, Series 63, Series 66
Cincinnati, OH
HCM Wealth Advisors
Matthew Calme is a CFP®-certified financial advisor at HCM Wealth Advisors in Cincinnati, Ohio, with 12 years of industry experience. He has worked at HCM Wealth Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach combined with discretionary portfolio management and regular client communications, overseeing approximately $1.23 billion in client assets.
Steven H
CFP®, Series 65
Cincinnati, OH
HCM Wealth Advisors
Steven Hengehold is a CFP® professional with 11 years of industry experience. He has been with Hengehold Capital Management since 2014. He is based in Cincinnati, OH, and holds a Series 65 license. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation process supported by fundamental, technical, quantitative, and qualitative analysis, and incorporates discretionary trading and strategies such as options and third-party sub-advisers when appropriate.
Gregory M
CFP®, Series 63
Cincinnati, OH
HCM Wealth Advisors
Gregory Middendorf is a CFP® with 11 years of industry experience and is associated with HCM Wealth Advisors. He has worked at Hengehold Capital Management LLC since 2009, totaling 17 years in that organization. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a model-based, long-term asset allocation process and manages approximately $1.23 billion in client assets through discretionary portfolio management and comprehensive financial planning.
Douglas J
CFA®, Series 63
Cincinnati, OH
HCM Wealth Advisors
Douglas Johnson is a CFA® charterholder with 22 years of industry experience. He has been with HCM Wealth Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2006 to 2017. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach combined with discretionary portfolio management and comprehensive financial planning.
Casey B
Series 63, Series 65
Cincinnati, OH
HCM Wealth Advisors
Casey Boland is a financial advisor at HCM Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hengehold Capital Management LLC since 2000. HCM Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages model-driven asset allocation portfolios and oversees approximately $1.23 billion in client assets, employing long-term investment strategies that include options and third-party sub-advisers when suitable.
James E
CFP®, Series 65
Cincinnati, OH
HCM Wealth Advisors
James Eutsler is a Certified Financial Planner (CFP®) with 11 years of experience, currently serving at HCM Wealth Advisors. He has been with Hengehold Capital Management LLC since 2015. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach supported by fundamental, technical, quantitative, and qualitative analysis.
Michael H
PFS™, Series 65
Cincinnati, OH
HCM Wealth Advisors
Michael Hengehold is a financial advisor with HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including over 30 years with Hengehold Capital Management LLC. HCM Wealth Advisors is an SEC-registered investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation strategy supported by fundamental, technical, quantitative, and qualitative analysis, managing approximately $1.23 billion in client assets.
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