CRD: 110516
MH & Associates Securities Management Corporation
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-1981
- Office Locations
- 1
Office Locations
About MH & Associates Securities Management Corporation
MH & Associates (Securities Management Corporation) is a fee-only investment manager serving families, companies, and institutions. The firm emphasizes close advisor relationships, independent/contrarian research, and a risk-averse balanced portfolio approach focused on pursuing positive real returns while minimizing loss years. Portfolios commonly use ETFs and fixed income, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Daniel Joseph Meichelbock
Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
JOHN Z HEILMAN
Chief Compliance Officer, Chief Financial Officer, Chief Investment Officer, Investment Advisor, President, Secretary
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,168,887 | $934,893 |
| Non-Discretionary | $9,358,280 | $9,358,280 |
| Total | $150,527,167 | $990,310 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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