HENGEHOLD CAPITAL MANAGEMENT LLC
Legal name: HCM WEALTH ADVISORS
CRD #107700 SEC #801-37821 CINCINNATI, OH 513-598-5120
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
9
Clients
51
Accounts
2,742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.1B | $1.1B | $0 | 9 | 0 |
| Mar 2024 | $909.1M | $909.1M | $0 | 10 | 0 |
| Feb 2024 | $909.1M | $909.1M | $0 | 10 | 0 |
| Feb 2023 | $800.3M | $800.3M | $0 | 10 | 0 |
| Oct 2022 | $894.6M | $894.6M | $0 | 10 | 0 |
| Oct 2022 | $894.6M | $894.6M | $0 | 10 | 0 |
| Jun 2022 | $894.6M | $894.6M | $0 | 10 | 0 |
| May 2022 | $894.6M | $894.6M | $0 | 10 | 0 |
| Feb 2022 | $894.6M | $894.6M | $0 | 10 | 0 |
| Nov 2021 | $767.9M | $767.9M | $0 | 9 | 0 |
| Sep 2021 | $767.9M | $767.9M | $0 | 9 | 0 |
| Mar 2021 | $767.9M | $767.9M | $0 | 9 | 0 |
| Nov 2020 | $707.9M | $707.9M | $0 | 10 | 0 |
| Sep 2020 | $707.9M | $707.9M | $0 | 10 | 0 |
| Jun 2020 | $707.9M | $707.9M | $0 | 10 | 0 |
| Mar 2020 | $707.9M | $707.9M | $0 | 10 | 0 |
| Jun 2019 | $590.1M | $590.1M | $0 | 9 | 0 |
| Feb 2019 | $590.1M | $590.1M | $0 | 9 | 0 |
| Nov 2018 | $619.7M | $619.7M | $0 | 10 | 0 |
| Mar 2018 | $619.7M | $619.7M | $0 | 10 | 0 |
| Sep 2017 | $518.4M | $518.4M | $0 | 9 | 500 |
| Jul 2017 | $518.4M | $518.4M | $0 | 9 | 500 |
| Jul 2017 | $518.4M | $518.4M | $0 | 9 | 500 |
| Feb 2017 | $518.4M | $518.4M | $0 | 9 | 500 |
| Sep 2016 | $480.5M | $480.5M | $0 | 9 | 500 |
| Aug 2016 | $480.5M | $480.5M | $0 | 9 | 500 |
| Jul 2016 | $480.5M | $480.5M | $0 | 9 | 500 |
| Apr 2016 | $480.5M | $480.5M | $0 | 9 | 500 |
| Jan 2016 | $480.5M | $480.5M | $0 | 9 | 500 |
| Nov 2015 | $495.1M | $495.1M | $0 | 9 | 500 |
| Oct 2015 | $495.1M | $495.1M | $0 | 9 | 500 |
| Sep 2015 | $495.1M | $495.1M | $0 | 9 | 500 |
| Aug 2015 | $495.1M | $495.1M | $0 | 9 | 500 |
| Feb 2015 | $495.1M | $495.1M | $0 | 9 | 500 |
| Aug 2014 | $470.5M | $470.5M | $0 | 9 | 500 |
| Jul 2014 | $470.5M | $470.5M | $0 | 9 | 500 |
| May 2014 | $470.5M | $470.5M | $0 | 9 | 500 |
| May 2014 | $470.5M | $470.5M | $0 | 9 | 500 |
| Mar 2014 | $470.5M | $470.5M | $0 | 9 | 500 |
| Feb 2014 | $470.5M | $470.5M | $0 | 9 | 500 |
| May 2013 | $420.7M | $420.7M | $0 | 8 | 500 |
| Mar 2013 | $420.7M | $420.7M | $0 | 8 | 500 |
| Aug 2012 | $381.7M | $381.7M | $0 | 6 | 500 |
| May 2012 | $381.7M | $381.7M | $0 | 6 | 500 |
| Apr 2012 | $381.7M | $381.7M | $0 | 6 | 500 |
| Feb 2012 | $381.7M | $381.7M | $0 | 6 | 500 |
| Feb 2012 | $392.4M | $392.4M | $0 | 6 | 500 |
| Jul 2011 | $371.1M | $369.7M | $1.4M | 10 | -- |
| Jan 2011 | $371.1M | $369.7M | $1.4M | 10 | -- |
| Mar 2010 | $261.9M | $260.5M | $1.4M | 10 | -- |
| Jun 2009 | $214.1M | $212.7M | $1.4M | 10 | -- |
| Apr 2009 | $214.1M | $212.7M | $1.4M | 10 | -- |
| Feb 2008 | $272.4M | $270.4M | $2M | 10 | -- |
| Feb 2007 | $264.4M | $262.4M | $2M | 10 | -- |
| Feb 2006 | $228.3M | $225.2M | $3.2M | 10 | -- |
| Sep 2005 | $205.1M | $203.4M | $1.8M | 10 | -- |
| May 2004 | $180.3M | $175.7M | $4.6M | 10 | -- |
| Mar 2002 | $142.4M | $140.3M | $2.1M | 10 | -- |
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$909.1M
Discretionary$909.1M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$909.1M
Discretionary$909.1M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$800.3M
Discretionary$800.3M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees10
Clients0
DateMay 2022
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees10
Clients0
DateNov 2021
Total AUM$767.9M
Discretionary$767.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2021
Total AUM$767.9M
Discretionary$767.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$767.9M
Discretionary$767.9M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$707.9M
Discretionary$707.9M
Non-Disc.$0
Employees10
Clients0
DateSep 2020
Total AUM$707.9M
Discretionary$707.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$707.9M
Discretionary$707.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$707.9M
Discretionary$707.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2019
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$619.7M
Discretionary$619.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$619.7M
Discretionary$619.7M
Non-Disc.$0
Employees10
Clients0
DateSep 2017
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees9
Clients500
DateJul 2017
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees9
Clients500
DateJul 2017
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees9
Clients500
DateFeb 2017
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees9
Clients500
DateSep 2016
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees9
Clients500
DateAug 2016
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees9
Clients500
DateJul 2016
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees9
Clients500
DateApr 2016
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees9
Clients500
DateJan 2016
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees9
Clients500
DateNov 2015
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees9
Clients500
DateOct 2015
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees9
Clients500
DateSep 2015
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees9
Clients500
DateAug 2015
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees9
Clients500
DateFeb 2015
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees9
Clients500
DateAug 2014
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees9
Clients500
DateJul 2014
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees9
Clients500
DateMay 2014
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees9
Clients500
DateMay 2014
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees9
Clients500
DateMar 2014
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees9
Clients500
DateFeb 2014
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees9
Clients500
DateMay 2013
Total AUM$420.7M
Discretionary$420.7M
Non-Disc.$0
Employees8
Clients500
DateMar 2013
Total AUM$420.7M
Discretionary$420.7M
Non-Disc.$0
Employees8
Clients500
DateAug 2012
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees6
Clients500
DateMay 2012
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees6
Clients500
DateApr 2012
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees6
Clients500
DateFeb 2012
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees6
Clients500
DateFeb 2012
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees6
Clients500
DateJul 2011
Total AUM$371.1M
Discretionary$369.7M
Non-Disc.$1.4M
Employees10
Clients--
DateJan 2011
Total AUM$371.1M
Discretionary$369.7M
Non-Disc.$1.4M
Employees10
Clients--
DateMar 2010
Total AUM$261.9M
Discretionary$260.5M
Non-Disc.$1.4M
Employees10
Clients--
DateJun 2009
Total AUM$214.1M
Discretionary$212.7M
Non-Disc.$1.4M
Employees10
Clients--
DateApr 2009
Total AUM$214.1M
Discretionary$212.7M
Non-Disc.$1.4M
Employees10
Clients--
DateFeb 2008
Total AUM$272.4M
Discretionary$270.4M
Non-Disc.$2M
Employees10
Clients--
DateFeb 2007
Total AUM$264.4M
Discretionary$262.4M
Non-Disc.$2M
Employees10
Clients--
DateFeb 2006
Total AUM$228.3M
Discretionary$225.2M
Non-Disc.$3.2M
Employees10
Clients--
DateSep 2005
Total AUM$205.1M
Discretionary$203.4M
Non-Disc.$1.8M
Employees10
Clients--
DateMay 2004
Total AUM$180.3M
Discretionary$175.7M
Non-Disc.$4.6M
Employees10
Clients--
DateMar 2002
Total AUM$142.4M
Discretionary$140.3M
Non-Disc.$2.1M
Employees10
Clients--