|
⚲
|
| Hengehold Capital Management LLC
✚
|
|
|---|---|
| CRD # | 107700 |
| SEC # | 801-37821 |
| CIK # | 0001536430 |
| AUM | $1.2 B (2026-03-02) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 513-598-5120 |
| Address | 6116 Harrison Ave Cincinnati, OH 45247-7833 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 60.4 | ||
| Sprott Physical Gold Trust | 13.1 | ||
| Microsoft Corp | 10.1 | ||
| United Parcel Service Inc | 9.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 188.0 |
| (b) Individuals (high net worth individuals) | 334 | 926.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 16.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 99.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,964 | 1,230.6 |
| By Discretionary | ||
| Discretionary | 2,964 | 1,230.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,964 | 1,230.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1,230.1 | |
| Total | 2,964 | 1,230.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001536430] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Financial Advisors LLC
✚
|
VA | 1.2 |
|
KPP Advisory Services LLC
✚
|
KY | 1.2 |
|
Opal Wealth Advisors LLC
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|
NY | 1.2 |
|
Wealth Dimensions Group Ltd
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|
OH | 1.2 |
|
Great Waters Wealth Management
✚
|
MN | 1.2 |
|
KWB Wealth
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|
CA | 1.2 |
|
M Financial Asset Management Inc
✚
|
OR | 1.2 |
|
Graves Light Lenhart Wealth Inc
✚
|
VA | 1.2 |
|
KWMG LLC
✚
|
KS | 1.2 |
|
Vision Capital Management Inc
✚
|
OR | 1.2 |