Hhm Wealth Advisors, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 1,238
- Avg AUM / client
- $1.2M
- Accounts
- 3,383
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Investments (13F portfolio — 896 positions, $995,980,674)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | US DIVIDEND EQ | $168,462,961 | 5,312,613 | 16.9% | 11.4% |
| 2 | Schwab Strategic Tr | US BRD MKT ETF | $152,282,001 | 5,258,356 | 15.3% | 10.3% |
| 3 | Schwab Strategic Tr | US LCAP GR ETF | $126,157,950 | 3,728,072 | 12.7% | 8.57% |
| 4 | Spdr Series Trust | ST STR P400MID | $57,860,334 | 856,429 | 5.81% | 3.93% |
| 5 | Spdr Series Trust | ST SHO TREAS ETF | $37,681,898 | 1,298,928 | 3.78% | 2.56% |
| 6 | Schwab Strategic Tr | INTL EQTY ETF | $30,970,576 | 1,118,071 | 3.11% | 2.1% |
| 7 | Vanguard Index Fds | REAL ESTATE ETF | $30,679,989 | 318,158 | 3.08% | 2.08% |
| 8 | American Centy Etf Tr | US SML CP VALU | $28,056,528 | 224,884 | 2.82% | 1.91% |
| 9 | Schwab Strategic Tr | FUNDAMENTAL INTL | $20,132,365 | 381,584 | 2.02% | 1.37% |
| 10 | Apple Inc | COM | $19,865,327 | 68,653 | 1.99% | 1.35% |
| 11 | Schwab Strategic Tr | FUND EM EQUI ETF | $19,082,825 | 480,918 | 1.92% | 1.3% |
| 12 | Vanguard Specialized Funds | DIV APP ETF | $17,935,850 | 75,800 | 1.8% | 1.22% |
| 13 | Schwab Strategic Tr | US MID-CAP ETF | $17,437,775 | 472,953 | 1.75% | 1.18% |
| 14 | Schwab Strategic Tr | US SML CAP ETF | $17,334,384 | 479,778 | 1.74% | 1.18% |
| 15 | Pacer Fds Tr | US SM CAP CA ETF | $12,657,782 | 250,104 | 1.27% | 0.86% |
| 16 | Microsoft Corp | COM | $9,983,940 | 26,765 | 1.0% | 0.68% |
| 17 | Amazon Com Inc | COM | $8,201,757 | 34,412 | 0.82% | 0.56% |
| 18 | Caterpillar Inc | COM | $5,443,965 | 5,112 | 0.55% | 0.37% |
| 19 | Nvidia Corporation | COM | $5,272,293 | 26,350 | 0.53% | 0.36% |
| 20 | Unum Group | COM | $5,229,275 | 58,493 | 0.53% | 0.36% |
| 21 | Alphabet Inc | CAP STK CL A | $4,546,835 | 12,723 | 0.46% | 0.31% |
| 22 | Vanguard Index Fds | GROWTH ETF | $4,092,650 | 47,512 | 0.41% | 0.28% |
| 23 | Ishares Tr | CORE S&P500 ETF | $3,709,008 | 4,953 | 0.37% | 0.25% |
| 24 | Alphabet Inc | CAP STK CL C | $3,643,776 | 10,313 | 0.37% | 0.25% |
| 25 | Schwab Strategic Tr | FUNDAMENTAL US S | $3,555,337 | 93,414 | 0.36% | 0.24% |
Top 25 of 896 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 828 | $320M | 21.8% |
| High net worth individuals | 352 | $1.1B | 74.7% |
| Banking or thrift institutions | 3 | $3.5M | 0.24% |
| Pension and profit sharing plans | 33 | $17.7M | 1.2% |
| Charitable organizations | 5 | $15.3M | 1.04% |
| Corporations and other businesses | 17 | $15.7M | 1.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Horton, Travis, M. | Member | Jan 2007 (20y) | ≈ 12.5% – 37.5% via The Cpa Group, Llc | |
| Travis A Hutchinson | Managing Partner | CFP | Jul 2009 (17y) | 25% – 50% |
| Cook, Gina, H | Chief Compliance Officer | Jan 2015 (12y) | Less than 5% | |
| Salvatore Geraci | Registered representative | CFP | Aug 2009 (17y) | |
| Andrew Mcfarlane Cook | Registered representative | CFP | Mar 2012 (14y) | |
| Jones D Krogh | Registered representative | CFP | May 2013 (13y) | |
| Joshua Wayne Cropp | Registered representative | CFP | Jun 2017 (9y) | |
| Jacob Daniel Brown | Registered representative | CFP | Apr 2019 (7y) | |
| John Alexander Dunham | Registered representative | CFP | Oct 2019 (7y) | |
| Bailey Richard Howard | Registered representative | CFP | Apr 2022 (4y) | |
| Robert James Mclean | Registered representative | Jul 2022 (4y) | ||
| Christopher Matthew Thurman | Registered representative | CFP | Oct 2022 (4y) | |
| Evan Jacob Seagle | Registered representative | Mar 2024 (2y) | ||
| Patrick Shane O'connor | Registered representative | CFP | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Cpa Group, Llc | Owner | Jul 2009 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Horton, Travis, M.: 25% – 50% of The Cpa Group, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗