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Hengehold Capital Management LLC
Hengehold Capital Management LLC, operating as HCM Wealth Advisors, is a Cincinnati, Ohio-based, independent, fee-only fiduciary Registered Investment Adviser founded in 1990. The firm helps clients achieve secure and financially independent retirements, offering comprehensive wealth management, tax, and accounting services. As of 2025, the firm is majority-owned by Michael Hengehold, maintains a strong focus on personalized, client-first advice, and has a moderate-sized team dedicated to supporting individuals and families, especially retirees and pre-retirees.
Investment Strategy
HCM Wealth Advisors employs a fiduciary, fee-only approach focused on helping clients achieve financial independence and secure retirement. Their strategy emphasizes comprehensive financial planning, incorporating dividend-growth investment strategies—investing in companies with rising dividend payments to deliver dependable, inflation-beating cash flow. The firm integrates tax planning and can serve in a family office capacity, tailoring wealth plans to individual needs with a client-first philosophy that avoids commission-driven products.
Latest 13F Filing Activity
Hengehold Capital Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 214 equity positions with a total 13F market value of $1B. The fund increased holdings in Schwab Strategic TR, Vanguard Specialized Funds, SPDR S&P 500 Etf TR among other positions. Hengehold Capital Management LLC reduced exposure to Schwab Strategic TR, United Parcel Service Inc., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (214)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 18.56% | $217.4M | 8,457,463 | $14.63 | $25.71 | +$16.1M |
P PG | PROCTER AND GAMBLE CO | 5.34% | $62.6M | 407,173 | $106.26 | $153.65 | -$1.3M |
M MGK | VANGUARD WORLD FD | 4.01% | $47.0M | 116,877 | $219.14 | $402.42 | +$4.2M |
S SPY | SPDR S&P 500 ETF TR | 3.95% | $46.3M | 69,553 | $486.50 | $666.18 | +$4.7M |
Q QUAL | ISHARES TR | 3.48% | $40.8M | 209,694 | $123.85 | $194.50 | +$3.2M |
Industry Allocation
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