HCM WEALTH ADVISORS

6116 Harrison Ave
Cincinnati, Ohio 45247-7833
Tel: 513-598-5120

About HCM WEALTH ADVISORS

HCM WEALTH ADVISORS, formally registered with the SEC as HCM WEALTH ADVISORS. The firm was established in 11/29/1990. They have over 2 offices throughout the country.

HCM WEALTH ADVISORS is a Cincinnati, Ohio based Financial Planning firm with nearly $1,084,067,745 assets under management, offering retirement planning & investment advisory services to 2742 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107700
SEC#	801-37821
Assets Managed by Firm	$1,084,067,745
No. of Clients	2742
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2742	$1,084,067,745
Individuals (other than high net worth individuals)	500	$196,716,873
High net worth individuals	296	$775,086,738
Pension and profit sharing plans	Fewer than 5 clients	$266,423
Charitable organizations	Fewer than 5 clients	$15,066,810
Corporations or other businesses	Fewer than 5 clients	$96,930,901

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