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Steven Elias Hengehold

Investment adviser representative at Hcm Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets

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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

12 years in the industry.

  1. Hcm Wealth AdvisorsOct 2015 to now
  2. Hengehold Capital ManagementMar 2014 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

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
6561418
Firm CRD
107700
Advisor's SEC record (opens in a new tab)
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