Hengehold Capital Management LLC

Hengehold Capital Management LLC (CRD# 107700) is a financial advisory firm headquartered in Cincinnati, OH. They manage $480,471,624 in 1,751 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    480
    MILLION
  • Total Number of Accounts
    1,751
    ACCOUNTS
  • Average Account Value
    $274,398
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, KY, MI, NC, NJ, OH, TX, WV

Financial Advisors at Hengehold Capital Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Angelo A. Dimarzio
CRD#: 1570857
6116 Harrison Ave, Cincinnati, OH 45247
96
Wealthminder
score

Angelo Dimarzio (CRD# 1570857) is an Investment Advisor Representative working at Hengehold Capital Management LLC in Cincinnati, OH and has over 18 years of experience in the finance industry. Angelo Dimarzio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory A. Middendorf
CRD#: 6429344
6116 Harrison Ave, Cincinnati, OH 45247
96
Wealthminder
score

Gregory Middendorf (CRD# 6429344) is an Investment Advisor Representative working at Hengehold Capital Management LLC in Cincinnati, OH and has over 9 years of experience in the finance industry. Gregory Middendorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Casey M. Boland
CRD#: 2176984
6116 Harrison Ave, Cincinnati, OH 45247
93
Wealthminder
score

Casey Boland (CRD# 2176984) is an Investment Advisor Representative working at Hengehold Capital Management LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.

4
Michael T. Hengehold
CRD#: 2377351
6116 Harrison Ave, Cincinnati, OH 45247
93
Wealthminder
score

Michael Hengehold (CRD# 2377351) is an Investment Advisor Representative working at Hengehold Capital Management LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.

5
Jake E. Butcher
CRD#: 5058104
6116 Harrison Ave, Cincinnati, OH 45247
90
Wealthminder
score

Jake Butcher (CRD# 5058104) is an Investment Advisor Representative working at Hengehold Capital Management LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Jake Butcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Steven E. Hengehold
CRD#: 6561418
6116 Harrison Ave, Cincinnati, OH 45247
90
Wealthminder
score

Steven Hengehold (CRD# 6561418) is an Investment Advisor Representative working at Hengehold Capital Management LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Steven Hengehold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James R. Eutsler
CRD#: 6545987
6116 Harrison Ave, Cincinnati, OH 45247
87
Wealthminder
score

James Eutsler (CRD# 6545987) is an Investment Advisor Representative working at Hengehold Capital Management LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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