# Hohimer Wealth Management, LLC

> Hohimer Wealth Management, LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 300140
- Filed as: HOHIMER WEALTH MANAGEMENT, LLC
- Also doing business as: PHILIP TOM CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300140
- AdvisorCensus page: https://advisorcensus.com/firm/hohimer-wealth-management-llc-seattle-wa-300140

## Quick answers

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

**Where is Hohimer Wealth Management, LLC located?**
Hohimer Wealth Management, LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Hohimer Wealth Management, LLC registered with the SEC or a state?**
Hohimer Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300140.

**How much does Hohimer Wealth Management, LLC manage?**
Hohimer Wealth Management, LLC reports $1,255,914,355 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (93% discretionary).

**How have Hohimer Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hohimer Wealth Management, LLC: Regulatory assets under management: $682,293,032 in the October 2021 data and $1,255,914,355 in the October 2026 data, up 84%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hohimer Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (356); high net worth individuals (179); corporations or other businesses not listed above (32).

**Which custodians does Hohimer Wealth Management, LLC use?**
Hohimer Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., RBC Capital Markets, LLC and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hohimer Wealth Management, 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/300140

**What changed in Hohimer Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Added the business name Philip TOM Capital Management LLC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: $8,000

> HWM generally imposes a minimum annual fee of $8,000, billed quarterly, per household for investment and wealth management services.

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.
- RBC Capital Markets, LLC
- Wells Fargo Clearing Services, LLC

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: $1,255,914,355
- Discretionary: $1,172,335,227
- Non-discretionary: $83,579,128

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 356 | $194,302,690 |
| High net worth individuals | 179 | $930,956,076 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $19,051,158 |
| Charitable organizations | 10 | $18,491,608 |
| Corporations or other businesses not listed above | 32 | $93,112,823 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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: 2019 (7 years)
- Employees: 12 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, ID, IN, MN, MT, NV, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hohimerwealthmanagement.com
- hwmtaxes.com
- Facebook @HohimerWealthManagement
- LinkedIn @hohimer-wealth-manageme

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $682,293,032 | 9 | March 22, 2021 |
| October 2022 | $937,614,741 | 8 | March 21, 2022 |
| October 2023 | $686,182,820 | 9 | March 23, 2023 |
| October 2024 | $795,999,270 | 8 | March 11, 2024 |
| October 2025 | $993,696,676 | 12 | July 18, 2025 |
| October 2026 | $1,255,914,355 | 12 | July 24, 2026 |

Regulatory assets under management: $682,293,032 in the October 2021 data and $1,255,914,355 in the October 2026 data, up 84%.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added the business name Philip TOM Capital Management LLC.

### April 2026
- Regulatory assets under management went from $993,696,676 to $1,255,914,355 (+26%).

### February 2026
- Registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hohimer Wealth Management, LLC (CRD 300140): Form ADV filing data as of October 2026.