Chattanooga, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
HHM Wealth Advisors, LLC
Team
Firm-wide stats for HHM Wealth Advisors, LLC
About
HHM Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and other business entities, providing portfolio management, comprehensive financial planning, and employee benefit retirement plan consulting and investment selection for employer-sponsored plans. The brochure indicates the firm works with plan sponsors and trustees and reports relationships with banking or thrift institutions, a client type that is less common among multi-team firms.
The firm tailors investment strategies to each client's risk tolerance and goals, using fundamental analysis and diversified allocations across equities, bonds, mutual funds, ETFs, REITs, and selected alternatives, and typically manages accounts on a discretionary basis while accommodating non-discretionary engagements. HHM conducts ongoing monitoring through a weekly investment committee, offers annual or event-driven plan reviews, and discloses its fiduciary role when advising on retirement account rollovers.
HHM’s ownership and operational ties are notable: The CPA Group LLC (dba Henderson, Hutcherson & McCullough) is a principal owner, and some HHM advisors provide tax services to that CPA firm under an operating agreement, reflecting a closer advisory-accounting integration than is typical for peers. The firm also maintains third‑party administrator relationships for retirement plans, requires its investment adviser representatives to assign insurance commissions to the company, and manages over $1.45 billion in discretionary assets across a multi-advisor team.
Based on HHM Wealth Advisors, LLC
Expertise
Based on HHM Wealth Advisors, LLC
Location
1181 King Street
Chattanooga TN 37403
Advisors at this office
12
Advisors at this office
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