CRD: 110516
MH & Associates Securities Management Corporation
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 14, 2025 and August 31, 2026, reported AUM increased 33.0%, from $150.5M to $200.2M.
Across 5 reported observations, AUM increased 41.8% between August 12, 2022 and August 31, 2026, from $141.2M to $200.2M.
Of the latest reported AUM, 94.6% is discretionary and 5.4% is non-discretionary.
The firm reports 3 advisory representatives and 150 clients, or 50 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 45 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
Showing 2 of 4 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,500,193 | $1,254,968 |
| Non-Discretionary | $10,712,749 | $10,712,749 |
| Total | $200,212,942 | $1,317,190 |
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Separately Managed Accounts
SMA allocation detail is available
MH & Associates Securities Management Corporation has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
MH & Associates Securities Management Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.