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Steven Elias Hengehold

HCM Wealth Advisors

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About Steven Elias Hengehold

Steven Elias Hengehold is a Certified Financial Planner™ and an Investment Advisor Representative with HCM Wealth Advisors. Steven has been in the financial industry since March 2014. He has a Series 65 license and is registered in Ohio. Steven has been working for HCM Wealth Advisors since 2015. HCM Wealth Advisors specializes in financial planning, portfolio management for individuals and businesses, and provides educational seminars to their clients. The firm manages assets for high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Steven Hengehold is currently registered with HCM Wealth Advisors. HCM Wealth Advisors is a Cincinnati, OH-based registered investment advisor with approximately $909,143,810 in regulatory assets under management. The firm provides financial planning, educational seminars, portfolio management for individuals, selection of other advisors, and publication of periodicals. The firm has 8 investment advisor representatives and 10 investment advisory professionals. The firm serves individuals, corporations, charitable organizations, and pension and profit sharing plans.
HCM Wealth Advisors

6116 HARRISON AVE

CINCINNATI, OH 45247-7833

$909.14M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Hengehold’s Registration & Firm History

OH

10/08/2015 - Present

HCM Wealth Advisors (CINCINNATI OH)

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Licenses & Designations

IA

Issued 10/08/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Elias Hengehold.
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