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| HHM Wealth Advisors LLC
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| |
|---|---|
| CRD # | 150843 |
| SEC # | 801-70419 |
| CIK # | 0001750086 |
| AUM | $1.1 BB (2024-07-02) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 423-826-1670 |
| Address | 1200 Market Street Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001750086 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Trebia Acquisition Corp | 22.7 | ||
| Apple Inc | 2,382,844.0 | 11.2 | |
| Microsoft Corp | 1,918,222.4 | 8.4 | |
| Amazon Com Inc | 1,092,997.8 | 7.6 | |
| Servisfirst Bancshares Inc | 4,247.1 | 4.5 | |
| Lilly Eli & Co | 301,789.7 | 2.7 | |
| Home Depot Inc | 277,648.0 | 2.3 | |
| Nvidia Corp | 399,550.0 | 2.2 | |
| Norfolk Southern Corp | 53,956.1 | 2.1 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 720 | 230.3 |
| (b) Individuals (high net worth individuals) | 246 | 743.0 |
| (c) Banking or thrift institutions | 3 | 3.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 19.5 |
| (h) Charitable organizations | 6 | 57.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 13.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,899 | 1,067.7 |
| By Discretionary | ||
| Discretionary | 2,873 | 1,028.6 |
| Non-Discretionary | 26 | 39.1 |
| Total | 2,899 | 1,067.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,067.7 | |
| Total | 2,899 | 1,067.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001750086] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kearns & Associates LLC
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|
CA | 1.1 |
|
Bay Colony Advisory Group Inc
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MA | 1.1 |
|
Clearview Financial Partners LLC
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Invictus Private Wealth LLC
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CO | 1.1 |
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GPS Wealth Strategies Group LLC
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CO | 1.1 |
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Sheets Smith Wealth Management
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NC | 1.1 |
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River Wealth Advisors LLC
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PA | 1.1 |
|
Anderson Hoagland & Co
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MO | 1.1 |
|
Evermay Wealth Management LLC
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VA | 1.1 |
|
Payne Capital Management LLC
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|
NY | 1.1 |