# MH & ASSOCIATES SECURITIES MANAGEMENT CORP

MH & ASSOCIATES SECURITIES MANAGEMENT CORP of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110516
- Type: SEC-registered investment adviser
- SEC file number: 801-16281
- Location: 2888 LOKER AVENUE EAST, SUITE 318, CARLSBAD, CA, 92010
- Phone: 626-440-9694
- Latest filing: 2025-11-14
- Regulatory AUM: $150.5M
- Discretionary AUM: $141.2M
- Non-discretionary AUM: $9.4M
- Clients: 4
- Accounts: 152

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| John Z Heilman | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY | — |
| Daniel Joseph Meichelbock | VICE PRESIDENT | Carlsbad, CA |
| Andrew Michael Heilman | VICE PRESIDENT | — |
| Lara Heilman | MANAGER | — |
| MEICHELBOCK JOSEPH ROBERT | CHAIRMAN & CHIEF FINANCIAL OFFICER; PRESIDENT; PRESIDENT & CHIEF FINANCIAL OFFICER | — |
| HEILMAN JOHN Z | PRESIDENT, CCO, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER & SECRETARY; PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, & SECRETARY; VICE PRESIDENT (+1 more) | — |
| Meichelbock Daniel Joseph | OWNER/SHAREHOLDER; VICE PRESIDENT | — |
| Heilman Andrew Michael | VICE PRESIDENT | — |
| Heilman Lara | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110516/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110516/similar
- Related entities: https://search.stillhousedata.com/firm/110516/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110516

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.