HHM WEALTH ADVISORS, LLC

HTTP://WWW.HHMWEALTH.COM CHATTANOOGA, TN Investment Advisor How do I update this listing?

HHM Wealth Advisors is based out of Chattanooga. HHM Wealth Advisors is a large advisory firm with 651 clients and discretionary assets under management (AUM) of $382,957,400 (Form ADV from 2016-04-01). Their last reported 13F filing for Q4 2018 included $136,455,000 in managed 13F securities and a top 10 holdings concentration of 76.9%. HHM Wealth Advisors's largest holding is Schwab US Dividend Equity ETF with shares held of 512,097. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.4%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HHM WEALTH ADVISORS, LLC
1200 MARKET STREET
CHATTANOOGA TN    37402
Country: United States

Business Phone: 423-826-1670
Fax: 423-265-8125
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 651
Amount of client funds and securities by related persons: 54,609,700
Total Number of clients from related persons: 69
Disclosures:
Data above was derived from SEC filings.

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HHM WEALTH ADVISORS, LLC

ownership team - last updated 2018-11-16
Name Title Start Date Direct/Indirect % Ownership
THE CPA GROUP, LLC OWNER 07/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HHM WEALTH ADVISORS, LLC OWNER direct 2009-07-01
HUTCHINSON, TRAVIS, A MANAGING PARTNER 07/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HHM WEALTH ADVISORS, LLC MEMBER direct 2009-07-01
HHM WEALTH ADVISORS, LLC MANAGING PARTNER direct 2009-07-01
COOK, GINA, H CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HHM WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
HUTCHERSON, JAMES, D. MEMBER THE CPA GROUP, LLC 08/01/2000 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2000-08-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2000-08-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2000-08-01
MOFFAT, LADELL, M. MEMBER THE CPA GROUP, LLC 08/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2000-08-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2000-08-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2000-08-01
LOGAN, CHESTER, W. MEMBER THE CPA GROUP, LLC 08/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2000-08-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2000-08-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2000-08-01
CHRISTENSEN, KYLE, C MEMBER THE CPA GROUP, LLC 01/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2003-01-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2003-01-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2003-01-01
WILMOTH, GEORGE, HOWARD MEMBER THE CPA GROUP, LLC 01/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2003-06-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2007-01-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
HORTON, TRAVIS, M. MEMBER THE CPA GROUP, LLC 01/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
HHM WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2007-01-01

HHM WEALTH ADVISORS, LLC

ownership team - last updated 2017-07-11
Name Title Start Date Direct/Indirect % Ownership
COOK, GINA, H CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HHM WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
HUTCHINSON, TRAVIS, A MANAGING PARTNER 07/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HHM WEALTH ADVISORS, LLC MEMBER direct 2009-07-01
HHM WEALTH ADVISORS, LLC MANAGING PARTNER direct 2009-07-01
THE CPA GROUP, LLC OWNER 07/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HHM WEALTH ADVISORS, LLC OWNER direct 2009-07-01
HORTON, TRAVIS, M. MEMBER THE CPA GROUP, LLC 01/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
HHM WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2007-01-01
WILMOTH, GEORGE, HOWARD MEMBER THE CPA GROUP, LLC 01/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2003-06-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2007-01-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
CHRISTENSEN, KYLE, C MEMBER THE CPA GROUP, LLC 01/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2003-01-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2003-01-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2003-01-01
LOGAN, CHESTER, W. MEMBER THE CPA GROUP, LLC 08/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2000-08-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2000-08-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2000-08-01
MOFFAT, LADELL, M. MEMBER THE CPA GROUP, LLC 08/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2000-08-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2000-08-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2000-08-01
HUTCHERSON, JAMES, D. MEMBER THE CPA GROUP, LLC 08/01/2000 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HENDERSON, HUTCHERSON & MCCULLOUGH CAPITAL ADVISORS, LLC PARTNER direct 2000-08-01
EVERGREEN MANAGEMENT, LLC MEMBER indirect 2000-08-01
HHM WEALTH ADVISORS, LLC MEMBER indirect 2000-08-01

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