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Each asset band is charged at its own rate.","source":"MH & ASSOCIATES FORM ADV PART 2A BROCHURE, filed 31 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MH & Associates Securities Management use?","answer":"MH & Associates Securities Management’s separately managed account assets are held at Charles Schwab & Co. (El Paso, TX), with $129M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MH & Associates Securities Management have?","answer":"MH & Associates Securities Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 MH & Associates Securities Management invest in?","answer":"At the end of its last fiscal year, MH & Associates Securities Management’s separately managed accounts held 70% exchange-traded equities, 17% cash and equivalents and 13% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MH & Associates Securities Management?","answer":"MH & Associates Securities Management’s direct owners are John Heilman (25% to 50%), Daniel Meichelbock (50% to 75%), Andrew Heilman (10% to 25%) and Lara Heilman (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MH & Associates Securities Management get paid?","answer":"MH & Associates Securities Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}