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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-03-1993
- Office Locations
- 1
Office Locations
About Mmhp Investment Advisors
MMHP Investment Advisors is a Thomasville, GA-based RIA providing financial planning and discretionary portfolio management, including estate/legacy planning, insurance, and business-succession support. The firm emphasizes long-term, responsible growth with an asset-allocation and risk-management focus, using vehicles such as ETFs and mutual funds. Custody includes Schwab and Merrill, and the firm states it shares investment opinions only privately with clients.
Team overview
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Owner & Executives
DAVID JAMES MIDDLETON
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #1894996
- Ownership
- 50% but less than 75%
JOHN MARK PARKER
MANAGING DIRECTOR
- CRD
- #2820730
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $435,276,308 | $337,423 |
| Non-Discretionary | $0 | -- |
| Total | $435,276,308 | $337,423 |
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Separately Managed Accounts
Total SMA Asset: $435,276,308
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $807,706,633 | 31.6% |
| Equity - Exchange | $991,741,056 | 38.8% |
| Cash | $396,185,216 | 15.5% |
| Municipal Bonds | $360,400,745 | 14.1% |
| Total | $2,556,033,650 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY MATRIX | BRIDGE QUANTUM | 6A84A5YMI | HXPN | 2.72% | $59,059,053 |
| MERIDIAN MOMENTUM | FOUNDATION PEAK | LWGX5SNYD | AFPRC | 11.01% | $9,367,843 |
| MERIDIAN ALPHA | ELEMENT QUANTUM | CTXDPVZKG | YIRFY | 4.46% | $71,830,991 |
| OPTIMA FOCUS EAGLE | VITAL BEACON | 6HW2MK3N7 | WIMFO | 1.10% | $3,057,569 |
| FOUNDATION OPTIMA | GLACIER TIMBER | AGZTH6KTH | STGH | 4.33% | $32,899,538 |
| SUMMIT RIDGE DELTA | SIGNAL OAK | 29FIW56LI | IACAU | 11.56% | $87,283,158 |
| INSIGHT VITAL FUSION | EMBER BRIDGE | P4Y5LVKRX | IDA | 6.19% | $107,614,574 |
| BRIDGE CAPITAL | ELEMENT SUMMIT | S3U6KZ86S | ESU | 11.78% | $73,095,529 |