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 696 clients and discretionary assets under management (AUM) of $382,957,400 (Form ADV from 2016-04-01). Their last reported 13F filing for Q1 2019 included $156,312,000 in managed 13F securities and a top 10 holdings concentration of 77.16%. HHM Wealth Advisors's largest holding is Schwab US Dividend Equity ETF with shares held of 522,788. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $156.312 Million
  • Prior Market Value $136.455 Million
  • New Purchases12 stocks
  • Additional Purchases19 stocks
  • Sold out of1 stock
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 77.16 %
  • Turnover % [1]:17.81%
  • Turnover Alt % [2]: 4.58 %
  • Time Held Top20:0.95 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.79%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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: 696
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.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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HHM WEALTH ADVISORS, LLC

ownership team - last updated 2019-03-25
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 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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