H&M FINANCIAL ADVISORS

H&M FINANCIAL ADVISORS of MARION, OH is an SEC-registered investment adviser (CRD 121115).

Registration

• CRD: 121115
• Type: Registered investment adviser
• Location: 181 EAST CENTER ST, MARION, OH, 43302
• Phone: 740-387-8620
• Latest filing: 2026-03-16
• Clients: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121115 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search