Hohimer Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 2 private funds.
Hohimer Wealth Management reports 579 clients. They include 356 individual clients, 179 high-net-worth individuals, and 32 corporations and other businesses. Of its assets, 93.3% ($1.17B across 1,411 accounts) are managed with discretion; $83.6M across 143 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.03B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 15% |
| High-net-worth individuals | 31% | 74% |
| Pooled investment vehicles | <1% | 2% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | 6% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 356 | $194M | 15.5% | $546K |
| High-net-worth individuals | 179 | $931M | 74.1% | $5.2M |
| Pooled investment vehicles | 2 | $19.1M | 1.5% | $9.53M |
| Charitable organizations | 10 | $18.5M | 1.5% | $1.85M |
| Corporations and other businesses | 32 | $93.1M | 7.4% | $2.91M |
| Total | 579 | $1.26B | 100% | $2.17M |
- Clients
- 356
- Regulatory AUM
- $194M
- AUM share
- 15.5%
- Avg. per client
- $546K
- Clients
- 179
- Regulatory AUM
- $931M
- AUM share
- 74.1%
- Avg. per client
- $5.2M
- Clients
- 2
- Regulatory AUM
- $19.1M
- AUM share
- 1.5%
- Avg. per client
- $9.53M
- Clients
- 10
- Regulatory AUM
- $18.5M
- AUM share
- 1.5%
- Avg. per client
- $1.85M
- Clients
- 32
- Regulatory AUM
- $93.1M
- AUM share
- 7.4%
- Avg. per client
- $2.91M
Total
- Clients
- 579
- Regulatory AUM
- $1.26B
- AUM share
- 100%
- Avg. per client
- $2.17M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 11–25
Hohimer Wealth Management charges 0.35%–1.50% a year for its Investment and wealth management fee. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $8,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.50% |
| $2M–$5M | 1.00% |
| $5M–$10M | 0.75% |
| $10M–$25M | 0.60% |
| $25M–$50M | 0.50% |
| $50M–$100M | 0.40% |
| $100M and above | 0.35% |
Fee details and sources
Other fees
- Financial planning and consulting
- Billed as a flat or project rate or hourly at $150 to $500 an hour; the maximum fee for financial planning is $50,000.
David Hohimer owns 75% or more of Hohimer Wealth Management. The leadership team of Hohimer Wealth Management includes Chief Compliance Officer Dodd R St Louis. It has 12 employees, 10 of them in advisory roles.
Leadership
- Dodd R St LouisChief Compliance Officer
- David HohimerPrincipal/Managing Member
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Bryan Eric Abdelnoor
- Kyle Christian Balcos
- Patrick Thomas Conklin
- Baljit Kaur Gill
- David Henry Hohimer
- Jack Henry Hohimer
- Theresa Ann Kenyon
- Larry Lars Knudsen
- Curtis Nilsen
- Alex Walter Peters
- David John Simpson
- Philip Duane Tom
- Jennifer R Weaver
Staff
- 12 employees
- 10 in advisory functions
- 10 state-registered reps
- 7 insurance agents
- 1 soliciting firm
- Owns 75% or more of Hohimer Wealth Management, LLC
David Hohimer
Control person · since January 2019
Hohimer Wealth Management’s regulatory assets grew 1.8× from $682M (March 2021) to $1.26B (July 2026); clients rose from 292 to 579 and employees from 9 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.26B | 579 | 12 | 3 |
| July 2025 | $994M | 440 | 12 | 3 |
| March 2024 | $796M | 346 | 8 | 2 |
| March 2023 | $686M | 292 | 9 | 1 |
| March 2022 | $938M | 272 | 8 | 1 |
| March 2021 | $682M | 292 | 9 | 1 |
Besides its headquarters, Hohimer Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in Washington.
Washington · 1 listed address
- One Union Square, 600 University Street, Suite 2401, SeattleHQ
Other business names
Hohimer Wealth Management has reported 1 other business name to the SEC.
- Philip Tom Capital Management LLC
Contact and registration details
- Legal name
- Hohimer Wealth Management, LLC
- Headquarters
- One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101
- Website
- hohimerwealthmanagement.com
- Phone
- 206-709-5955
- @hohimer-wealth-manageme
- SEC file
- 801-114746
- Founded
- 2019
- Structure
- Washington LLC
- Fiscal year end
- December
Hohimer Wealth Management uses Wells Fargo Clearing Services ($672M, 78%), RBC Capital Markets ($101M, 12%) and Charles Schwab ($86.7M, 10%) as custodians for its separately managed accounts. Hohimer Wealth Management does not have custody of client assets.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $672M78%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $86.7M10%
- RBC Capital MarketsRBC Capital Markets, LLC · Minneapolis, MN · $101M12%
At year end, Hohimer Wealth Management’s separately managed accounts were largely in stocks (47%) and funds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1B across 394 positions; the largest are Microsoft Corp. (7.8%), Goldman Sachs ETF TR (5.9%) and Apple Inc. (3.1%).
What the accounts hold
- Stocks47%
- Funds28%
- Registered funds25%
- Pooled vehicles3%
- Bonds13%
- U.S. government and agency bonds6%
- State and local bonds3%
- Investment grade corporate bonds3%
- High-yield corporate bonds1%
- Cash6%
- Other6%
- Annuities & structured notes5%
- Derivatives1%
Reported 13F holdings
- $1B
- Reported 13F value
- 394
- Positions
- 29.0%
- In the 10 largest
- +18.3%
- Value vs. prior quarter
- Microsoft Corp.7.8%
- Goldman Sachs ETF TR · Acces Treasury5.9%
- Apple Inc.3.1%
- Nvidia Corporation2.2%
- Vanguard Index Fds · Growth ETF2.1%
- Dell Technologies Inc. · CL C1.7%
- Amazon Com Inc.1.6%
- Broadcom Inc.1.6%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt1.5%
- Tidal Trust Iii · Alki Consolidate1.5%
Together, the ten largest are 29.0% of reported value.
How many clients does Hohimer Wealth Management have?
Hohimer Wealth Management has 579 clients and manages $1.26 billion for them, as of July 2026. They include 356 individual clients, 179 high-net-worth individuals, and 32 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026
What services does Hohimer Wealth Management offer?
Hohimer Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hohimer Wealth Management charge?
Hohimer Wealth Management charges 0.35%–1.50% a year for its Investment and wealth management fee. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $8,000 annual minimum.
Source: HOHIMER WEALTH MANAGEMENT FORM ADV 2A BROCHURE, filed 31 March 2026
Which custodians does Hohimer Wealth Management use?
Hohimer Wealth Management’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $672M, RBC Capital Markets, LLC (Minneapolis, MN), with $101M and Charles Schwab & Co., Inc. (Westlake, TX), with $86.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026
How many financial advisors does Hohimer Wealth Management have?
Hohimer Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 12 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hohimer Wealth Management invest in?
At the end of its last fiscal year, Hohimer Wealth Management’s separately managed accounts held 47% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 6% cash and equivalents, 5% other, 3% state and local bonds, 3% investment grade corporate bonds, 3% pooled vehicles (private funds and similar), 1% high-yield corporate bonds and 1% derivatives. The 5% other category is described as: Annuities & Structured Notes. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hohimer Wealth Management?
Hohimer Wealth Management’s direct owner is David Hohimer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026
How does Hohimer Wealth Management get paid?
Hohimer Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hohimer Wealth Management registered with the SEC?
Yes, Hohimer Wealth Management has been registered with the SEC as an investment adviser since 28 February 2019. Its CRD number is 300140 and its SEC file number is 801-114746.
Source: Form ADV Part 1A, Item 1, filed 24 July 2026; IAPD firm record
How do I contact Hohimer Wealth Management?
Hohimer Wealth Management’s main office is at One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101. Its phone number is 206-709-5955. Its website is hohimerwealthmanagement.com.