Feedback
Share
Link
Link copied!
Fund Codex
HCM Wealth Advisors
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

HCM Wealth Advisors Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Cincinnati, Ohio
$707.9 million AUM
2 offices

HCM Wealth Advisors is based in Cincinnati, Ohio and has $707.9 million in assets under management.

Location
6116 Harrison Avenue
Cincinnati, OH 45247
$707.9 million
AUM
10
Employees
AUM Share
Link
Link copied!
Back to Top
$707,922,569
Assets under management
2,118 clients
Number of clients
Average investment size is $334,241
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 508 $173,951,741 25% $342,425
High net worth individuals 188 $417,612,800 59% $2,221,345
Pension and profit sharing plans Fewer than 5 clients $1,175,997
Charitable organizations Fewer than 5 clients $13,182,283
Other corporations or businesses 9 $101,999,748 14% $11,333,305
Employees Share
Link
Link copied!
Back to Top
10
Employees
9
Investment analysts
90% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$707,922,569
Assets under management
$70,792,257
AUM per employee
$78,658,063
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

HCM Wealth Advisors makes money through the following ways:

  • Percentage of AUM
Services offered

HCM Wealth Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
Link
Link copied!
CRD number 107,700
SEC number 801-37821
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date March 13, 2020

More Funds

See all...
Adviceperiod, LLC
Fund: $3,467,735,678
Owl Ventures
Fund: Under $1 billion
Lomas Capital Management LLC
Fund: $1,575,993,348
Lyell Wealth Management LP
Fund: $516,527,560
Rizvi Traverse Management, LLC
Fund: $997,108,521
Level Financial Advisors, Inc.
Fund: $409,668,111
CZ Hedge Management, LLC
Fund: Under $1 billion
HR Advocates, Inc.
Fund: Under $1 billion
Sustainable Development Capital LLP
Fund: Under $1 billion
Investcorp Secondary GP I. LP
Fund: Under $1 billion

Other Funds

See all...
B. Riley Capital Management
Fund: $457,730,692
Symmetric Capital, LLC
Fund: Under $1 billion
International Housing Solutions
Fund: Under $1 billion
Mandeville Private Client USA Inc.
Fund: Under $1 billion
Eclipse Ventures, LLC
Fund: Under $1 billion
JW Asset Management, LLC
Fund: $816,984,153
Epiris LLP
Fund: Under $1 billion
Icon Wealth Partners, LLC
Fund: $852,340,239

All of Fund Codex

See all...

Similar Funds to HCM Wealth Advisors

See all...
RCM Wealth Advisors
Fund: $187,000,000
HHM Wealth Advisors, LLC
Fund: $541,828,363
HFM Wealth Management
Fund: $748,550,009
WCM Global Wealth, LLC
Fund: $223,753,900
BCM Advisor, LP
Fund: Under $1 billion
CM Wealth Advisors LLC
Fund: $2,937,697,827
HCR Wealth Advisors
Fund: $1,109,777,552
Hco Private Wealth
Fund: $121,027,983
MCM Capital Advisors Iii, LLC
Fund: Under $1 billion
HCM Wealth Advisors
Fund: $707,922,569