Hengehold Capital Management

Overview

Hengehold Capital Management is a fee-only Registered Investment Advisor firm based in Cincinnati, Ohio, specializing in comprehensive wealth management and financial planning services. The firm offers personalized strategies in investment management, retirement planning, and wealth preservation, aiming to empower individuals and families to make informed financial decisions. With over 25 years of experience, Hengehold Capital Management employs a fiduciary, fee-only approach focused on helping clients achieve financial independence and secure retirement. Their strategy emphasizes comprehensive financial planning, incorporating dividend-growth investment strategies—investing in companies with rising dividend payments to deliver dependable, inflation-beating cash flow. The firm integrates tax planning and can serve in a family office capacity, tailoring wealth plans to individual needs with a client-first philosophy that avoids commission-driven products. The firm's investment portfolio includes a diverse range of asset classes, such as fixed income, equities, real estate, commodities, private equity, and hedge funds. They focus on various stages of investment, including growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily on the United States, and they have investments across multiple industries, including financial services, healthcare, technology, consumer goods, energy, utilities, telecommunications, materials, industrials, consumer services, financials, real estate, consumer non-durables, technology services, and health services. Investment sizes range from $1 million to $50 million, catering to a wide spectrum of investment opportunities.