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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hohimer Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hohimer Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hohimer Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hohimer Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hohimer Wealth Management invest in?","answer":"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. 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