← Tributary

HCM WEALTH ADVISORS

CINCINNATI, OH · CRD 107700 · IAPD ↗ · 513-598-5120

$1.23BRegulatory AUM
9Advisory reps
11Employees
0Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2025 — HCM WEALTH ADVISORS crossed $1B in regulatory AUM ($909.1M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
March 2024 — HCM WEALTH ADVISORS notice-filed in IL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.