JHM Asset Management, LLC

Overview

JHM Asset Management, LLC is a small, fee-based registered adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-assets fee and acts as a capital allocator through direct portfolio management and the selection of third-party advisers. Its investment approach favors pooled public funds and mutual funds for core exposure, supplemented with fixed-income instruments and insurance products where appropriate. The advisor operates with a strong tilt toward discretionary mandates, indicating that clients typically delegate day-to-day investment decisions to the firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices