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HHM Wealth Advisors, LLC
HHM Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Chattanooga, Tennessee. Founded in 2011, the firm manages approximately $1.1 billion in assets for individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and a select number of institutional clients. With a staff of about 17-18 professionals, of which over 70% are investment-focused, HHM Wealth Advisors provides comprehensive wealth management services, helping families and organizations with complex financial decisions and long-term financial planning.
Investment Strategy
HHM Wealth Advisors offers customized investment management services, focusing on the creation and management of diversified portfolios tailored to client goals, risk tolerance, and time horizon. Their approach emphasizes asset allocation, risk management, and long-term growth, with portfolios constructed primarily for individuals and high net worth clients. The firm invests across multiple asset classes such as equities, fixed income, and alternative investments, utilizing both discretionary and non-discretionary account management based on client preferences, and aims to deliver consistent returns through active monitoring and ongoing client engagement.
Latest 13F Filing Activity
HHM Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 851 equity positions with a total 13F market value of $841M. The fund increased holdings in Schwab Strategic TR, Schwab Strategic TR, SPDR Series Trust among other positions. HHM Wealth Advisors, LLC reduced exposure to Schwab Strategic TR, Apple Inc., SPDR Series Trust among others.
Top Holdings
Equity Positions (851)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 16.35% | $137.5M | 5,189,527 | $20.76 | $26.50 | -$1.6M |
S SCHB | SCHWAB STRATEGIC TR | 15.49% | $130.3M | 5,468,240 | $15.84 | $23.83 | +$40.7M |
S SCHG | SCHWAB STRATEGIC TR | 13.07% | $110.0M | 3,765,364 | $14.15 | $29.21 | +$21.3M |
S SPMD | SPDR SERIES TRUST | 5.56% | $46.8M | 860,852 | $52.50 | $54.38 | +$5.3M |
C CALF | PACER FDS TR | 3.88% | $32.6M | 819,326 | $39.80 | $39.82 | +$3.5M |
Industry Allocation
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