HCM Wealth Advisors

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$415K

Accounts

2,964

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 107700
Registered since: November 29, 1990
Website: hcmwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.27%
Individuals15.27%
Corporations / Businesses8.08%
Charitable Organizations1.36%
Pension & Profit Sharing Plans0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

HCM Wealth Advisors is an independent, owner-operated LLC that provides advisory services to individuals and families. The firm is registered with the SEC (registered in 1990) and operates as a capital allocator, directing client capital into both public markets and third-party alternative managers. Its advisory offering combines financial planning and discretionary portfolio management with selection of outside advisers, periodic publications, and educational seminars or workshops. Fee arrangements include a percentage-of-AUM component alongside fixed-fee engagements. The firm does not identify as an active ESG investor and maintains an industry affiliation with accounting professionals. HCM Wealth Advisors received recognition from FA Magazine as a Top RIA Firms recipient in 2020.