$1.2B Total AUM
$1.2B Disc. AUM
15.4% 3Y CAGR
11 Employees
850 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AtlasFrontier +more
- Established Date
- 11-29-1990
- Office Locations
- 1
Office Locations
6116 Harrison AVE Cincinnati OH
About HCM Wealth Advisors
HCM Wealth Advisors is a Cincinnati-based RIA focused on retirement-centered financial planning and portfolio construction, including tax, estate, charitable, and college planning. The firm offers risk/portfolio analysis tools and publishes investor education guides, including planning considerations for P&G employees leaving the company. Custody includes Charles Schwab; portfolios commonly use mutual funds and ETFs.
Team overview
38 AVG AGE
$136.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.3 yrs AVG TENURE
11 Employees
9 Advisory Reps
9 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Radial timber Eagle vector Ridge wave
Client Personas
Wave glacier
Custodian
Horizon Insight ember
Investment Themes
Harbor Horizon North
Investment Vehicles
Summit beacon
Services
Vertex matrix Summit frontier Vector Zenith element Pioneer Ridge Beacon catalyst
Technology
Momentum Unison Zenith Delta Wave Legacy peak
Owner & Executives
M
MICHAEL THOMAS HENGEHOLD
Owner
- CRD
- #2377351
- Ownership
- 25% but less than 50%
(819) 585-2676
insight.meridian@foundationcapital.com
in linkedin.com/in/beacon-value
JAKE ELLIOTT BUTCHER
President, Wealth Advisor
- CRD
- #5058104
- Ownership
- 10% but less than 25%
(962) 405-9322
pioneer.peak@bridgecapital.com
in linkedin.com/in/optima-radial
S
Signal pioneer
Matrix bridge fusion
- CRD
- #71947
- Ownership
- 9.8%
(630) 883-1185
element.legacy@vitalcapital.com
in linkedin.com/in/ember-alpha
Showing 2 of 9 owners & executives
Unlock allContacts
D
DANIEL RINCK
Analyst
- CRD
- #6069553
(358) 552-3123
momentum.glacier@northcapital.com
in linkedin.com/in/vertex-peak
Showing 1 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,230,580,072 | $415,175 |
| Non-Discretionary | $0 | -- |
| Total | $1,230,580,072 | $415,175 |
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Separately Managed Accounts
Total SMA Asset: $1,230,580,072
Public Funds:
17.0% Equity - Exchange:
10.5% Cash:
21.3% Corporate - Investment Grade:
8.9% Municipal Bonds:
19.4% U.S. Government/Agency:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $679,808,565 | 17.0% |
| Equity - Exchange | $419,881,761 | 10.5% |
| Cash | $851,760,143 | 21.3% |
| Corporate - Investment Grade | $355,899,778 | 8.9% |
| Municipal Bonds | $775,781,539 | 19.4% |
| U.S. Government/Agency | $915,742,126 | 22.9% |
| Total | $3,998,873,912 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL ELEMENT FOCUS | OPTIMA MOMENTUM | 6P3KRONJF | UCI | 3.09% | $57,231,663 |
| UNISON HORIZON | VITAL ALPHA | K085ZW4VB | YVYS | 8.38% | $8,126,366 |
| RIDGE EAGLE | UNISON CREST | 4EWL1UH0R | MFIG | 1.57% | $25,500,333 |
| EMBER QUANTUM BRIDGE | VITAL MERIDIAN | 3ARAQ49IU | RDU | 3.78% | $7,715,187 |
| FRONTIER LEGACY | BRIDGE FOUNDATION | H7ZX7L4U1 | NLMO | 4.05% | $90,676,187 |
| ALPHA QUANTUM | RADIAL PATHWAY | FKWW3KE02 | HWCJ | 11.70% | $55,976,295 |
| TIMBER MERIDIAN | DELTA RIDGE | TEBT8P3UK | SFRJ | 11.84% | $114,111,829 |
| LEGACY ALPHA HORIZON | HORIZON HORIZON | 763UYREML | WDG | 6.32% | $86,881,733 |