Mmhp Investment Advisors

RIASEC Registered

Total AUM

$435M

Discretionary

$435M

100% of AUM

Avg account

$337K

Accounts

1,290

Employees

Advisory reps

Firm details

Headquarters: Thomasville, Georgia
CRD number: 107861
Registered since: May 3, 1993
Website: mmhpinvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.94%
Individuals10.03%
Pension & Profit Sharing Plans0.95%
Charitable Organizations0.06%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mmhp Investment Advisors is an independent, corporation-structured RIA that acts as a capital allocator for individual and family clients. The firm is registered with the SEC and has been so since 1993. Its advisory services span financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of third-party advisers. The firm also operates as an insurance broker and charges clients via a mix of asset-based fees, hourly billing, and fixed fees. The firm is not positioned as an ESG-focused investor and is not presented as a multistate or newly formed adviser. Mmhp identifies as owner-controlled (individual owner) and emphasizes delegated manager selection and alternative allocations alongside more traditional public fund exposure.