# HHM Wealth Advisors, LLC

> HHM Wealth Advisors, LLC is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 150843
- Filed as: HHM WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150843
- AdvisorCensus page: https://advisorcensus.com/firm/hhm-wealth-advisors-llc-chattanooga-tn-150843

## Quick answers

**How is HHM Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HHM Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is HHM Wealth Advisors, LLC located?**
HHM Wealth Advisors, LLC's principal office is in Chattanooga, TN, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is HHM Wealth Advisors, LLC registered with the SEC or a state?**
HHM Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150843.

**How much does HHM Wealth Advisors, LLC manage?**
HHM Wealth Advisors, LLC reports $1,472,017,490 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).

**How have HHM Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for HHM Wealth Advisors, LLC: Regulatory assets under management: $649,505,179 in the October 2021 data and $1,472,017,490 in the October 2026 data, up 127%. Total employees: 12 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does HHM Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (828); high net worth individuals (352); pension and profit sharing plans (but not the plan participants or government pension plans) (33).

**Which custodians does HHM Wealth Advisors, LLC use?**
HHM Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does HHM Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150843

**Does HHM Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Generally, our minimum household value is $250,000.00, but we may waive this requirement at our discretion."

**What changed in HHM Wealth Advisors, LLC's recent Form ADV filings?**
In the December 2025 filing data: Registered or notice-filed in MS, OH, SC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Generally, our minimum household value is $250,000.00, but we may waive this requirement at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,472,017,490
- Discretionary: $1,450,798,851
- Non-discretionary: $21,218,639

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 828 | $320,254,705 |
| High net worth individuals | 352 | $1,099,569,807 |
| Banking or thrift institutions | 3 | $3,480,668 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $17,684,586 |
| Charitable organizations | 5 | $15,318,322 |
| Corporations or other businesses not listed above | 17 | $15,709,402 |

### 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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 20 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, LA, MD, MS, NC, NH, OH, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Memphis, TN
- Pensacola, FL

### Websites listed on Form ADV (Item 1.I)
- hhmwealth.com
- Facebook @Hhmwealth-Advisors
- LinkedIn @1651086

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $649,505,179 | 12 | August 9, 2021 |
| October 2022 | $864,982,195 | 14 | April 28, 2022 |
| October 2023 | $918,307,608 | 16 | March 10, 2023 |
| October 2024 | $1,067,726,190 | 17 | July 2, 2024 |
| October 2025 | $1,406,920,944 | 18 | April 2, 2025 |
| October 2026 | $1,472,017,490 | 20 | March 18, 2026 |

Regulatory assets under management: $649,505,179 in the October 2021 data and $1,472,017,490 in the October 2026 data, up 127%.
Total employees: 12 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Registered or notice-filed in MS, OH, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HHM Wealth Advisors, LLC (CRD 150843): Form ADV filing data as of October 2026.