Casey Michael Boland
Investment adviser representative at Hcm Wealth Advisors
26 yearsExperience
1 stateRegistered in
$1.2BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Hcm Wealth AdvisorsDec 2014 to now
- Hengehold Capital Management LLCAug 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (OH).
Hcm Wealth Advisors
Legal name: Hengehold Capital Management LLC
$1.2BAssets managed
850Clients
9Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2176984
- Firm CRD
- 107700