Mchugh Group, LLC
The McHugh Group, LLC is an SEC-registered investment adviser headquartered in Lakewood, Ohio. Founded before 2021, the firm currently manages $279.5 million in assets across 169 discretionary accounts, serving individuals (primarily high-net-worth clients) and small businesses. The firm is staffed by a single financial advisor, focusing on providing comprehensive financial planning and portfolio management services. Their client-centric approach includes advisory services on wealth management, portfolio construction, and financial education, catering mostly to U.S. retail and high-net-worth investors. The firm is not a broker-dealer and operates independently with transparency and in clients' best interest.
Investment Strategy
The McHugh Group, LLC employs a disciplined and independent investment approach centered on the long-term financial goals of its clients. The firm provides financial planning and portfolio management services that are tailored to the needs of individuals and small businesses, particularly high-net-worth investors. Their process focuses on holistic wealth management and strategic asset allocation, offering personalized attention and educational resources to empower clients. The firm charges asset-based fees, emphasising transparency, prudent investment management, and acting solely in the best interest of their clients.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.03% | $23.5M | 125,737 | $134.30 | $186.58 | +$3.6M |
S SPY | SPDR S&P 500 ETF TR | 12.40% | $20.7M | 31,116 | $584.91 | $666.18 | +$2.0M |
M MSFT | MICROSOFT CORP | 8.10% | $13.5M | 26,130 | $419.59 | $517.95 | +$537.0K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.02% | $11.7M | 23,348 | $461.72 | $502.74 | +$651.2K |
V V | VISA INC | 5.76% | $9.6M | 28,202 | $318.80 | $341.38 | -$406.6K |