# H&M Financial Advisors

> H&M Financial Advisors is a state-registered investment advisory firm in Marion, OH, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated March 16, 2026.

- CRD: 121115
- Filed as: H&M FINANCIAL ADVISORS
- Legal name: H&M Financial Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marion, OH
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121115
- AdvisorCensus page: https://advisorcensus.com/firm/h-and-m-financial-advisors-marion-oh-121115

## Quick answers

**How is H&M Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), H&M Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is H&M Financial Advisors located?**
H&M Financial Advisors' principal office is in Marion, OH, according to its Form ADV.

**Is H&M Financial Advisors registered with the SEC or a state?**
H&M Financial Advisors is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 121115.

**Does H&M Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121115

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [holbrookmanter.com](https://holbrookmanter.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. H&M Financial Advisors (CRD 121115): Form ADV filing data as of October 2026.