MMHP INVESTMENT ADVISORS
MURPHY MIDDLETON HINKLE & PARKER, INC. Legal Name
Adviser information for MMHP INVESTMENT ADVISORS last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 976 | $377.4M |
Non-Discretionary | 0 | $0 |
Total | 976 | $377.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 205 | $40.9M |
HNW Individuals | 176 | $326.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $10.2M |
Charitable organizations | <5 | $244,526 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $125,419 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Other Business Activities | Insurance broker or agent |
Principal Office
240 SOUTH HANSELL STREETTHOMASVILLE
GA
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 229-228-1822, Fax: 229-228-0825
Websites
Chief Compliance Officer
DAVID J. MIDDLETON
CHIEF COMPLIANCE OFFICER
P.O. BOX 1374
THOMASVILLE
GA
United States
Tel:
229-228-1822
Fax:
229-228-0825
D*********@*************M
(Full email address available in API data)
Regulatory Contact
J. MARK PARKER
MANAGING DIRECTOR
P.O. BOX 1374
THOMASVILLE
GA
United States
Tel:
229-228-1822
Fax:
229-228-0825
M******@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MIDDLETON, DAVID, JAMES | Individual | – | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | 01/2024 | 50-75% |
PARKER, JOHN, MARK | Individual | – | MANAGING DIRECTOR | 01/2024 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 746K | 7K | – |
ABBVIE INC | COM | 273K | 2K | – |
AFLAC INC | COM | 860K | 10K | – |
ALPHABET INC | CAP STK CL A | 594K | 3K | – |
ALPHABET INC | CAP STK CL C | 750K | 4K | – |
ALTRIA GROUP INC | COM | 211K | 5K | – |
AMAZON COM INC | COM | 1M | 6K | – |
AMERICAN EXPRESS CO | COM | 302K | 1K | – |
AMGEN INC | COM | 1M | 4K | – |
APPLE INC | COM | 4M | 21K | – |
AT&T INC | COM | 227K | 12K | – |
BANK AMERICA CORP | COM | 1M | 26K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 4M | 6 | – |
BLACKROCK MUN INCOME TR | SH BEN INT | 205K | 20K | – |
BLACKROCK MUNI INCOME TR II | COM | 143K | 13K | – |
BOOKING HOLDINGS INC | COM | 396K | 100 | – |
BP PLC | SPONSORED ADR | 3M | 77K | – |
BRISTOL-MYERS SQUIBB CO | COM | 352K | 8K | – |
CAPITAL CITY BK GROUP INC | COM | 3M | 116K | – |
CAPITAL ONE FINL CORP | COM | 217K | 2K | – |
CARDINAL HEALTH INC | COM | 771K | 8K | – |
CATERPILLAR INC | COM | 3M | 8K | – |
CELSIUS HLDGS INC | COM NEW | 343K | 6K | – |
CHEVRON CORP NEW | COM | 2M | 12K | – |
CHUBB LIMITED | COM | 544K | 2K | – |
CISCO SYS INC | COM | 688K | 14K | – |
COCA COLA CO | COM | 3M | 46K | – |
COMCAST CORP NEW | CL A | 226K | 6K | – |
CONSOLIDATED EDISON INC | COM | 389K | 4K | – |
CORTEVA INC | COM | 231K | 4K | – |
CUMMINS INC | COM | 219K | 791 | – |
DISNEY WALT CO | COM | 2M | 16K | – |
DOW INC | COM | 687K | 13K | – |
DUKE ENERGY CORP NEW | COM NEW | 2M | 25K | – |
DUPONT DE NEMOURS INC | COM | 524K | 7K | – |
EATON CORP PLC | SHS | 229K | 730 | – |
ELI LILLY & CO | COM | 4M | 4K | – |
EMERSON ELEC CO | COM | 2M | 16K | – |
ENBRIDGE INC | COM | 456K | 13K | – |
EXXON MOBIL CORP | COM | 1M | 11K | – |
FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 707K | 17K | – |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 2M | 42K | – |
FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 940K | 18K | – |
FIRST TR STOXX EUROPEAN SELE | COMMON SHS | 1M | 110K | – |
FIRST TR VALUE LINE DIVID IN | SHS | 701K | 17K | – |
FLOWERS FOODS INC | COM | 1M | 56K | – |
GE AEROSPACE | COM NEW | 528K | 3K | – |
GENERAL DYNAMICS CORP | COM | 933K | 3K | – |
GENUINE PARTS CO | COM | 2M | 17K | – |
HOME DEPOT INC | COM | 5M | 15K | – |
HONEYWELL INTL INC | COM | 2M | 8K | – |
IDACORP INC | COM | 574K | 6K | – |
INGERSOLL RAND INC | COM | 503K | 6K | – |
INTEL CORP | COM | 629K | 20K | – |
INTERNATIONAL BUSINESS MACHS | COM | 1M | 6K | – |
INVESCO QQQ TR | UNIT SER 1 | 1M | 2K | – |
ISHARES TR | MSCI EMG MKT ETF | 314K | 7K | – |
ISHARES TR | DOW JONES US ETF | 397K | 3K | – |
ISHARES TR | ESG AW MSCI EAFE | 203K | 3K | – |
ISHARES TR | ESG AWR MSCI USA | 380K | 3K | – |
ISHARES TR | RUS 2000 VAL ETF | 873K | 6K | – |
ISHARES TR | CORE S&P SCP ETF | 329K | 3K | – |
ISHARES TR | RUSSELL 2000 ETF | 560K | 3K | – |
ISHARES TR | SELECT DIVID ETF | 4M | 32K | – |
ISHARES TR | RUS 2000 GRW ETF | 644K | 2K | – |
ISHARES TR | S&P 500 VAL ETF | 694K | 4K | – |
ISHARES TR | S&P 500 GRWT ETF | 1M | 11K | – |
ISHARES TR | CORE S&P500 ETF | 2M | 4K | – |
ISHARES TR | IBONDS DEC2026 | 394K | 17K | – |
ISHARES TR | INTL SEL DIV ETF | 3M | 124K | – |
ISHARES TR | S&P MC 400GR ETF | 765K | 9K | – |
ISHARES TR | S&P MC 400VL ETF | 431K | 4K | – |
ISHARES TR | JPMORGAN USD EMG | 1M | 12K | – |
ISHARES TR | CORE S&P MCP ETF | 2M | 28K | – |
ISHARES TR | MSCI EAFE ETF | 6M | 78K | – |
ISHARES TR | IBONDS DEC25 ETF | 697K | 28K | – |
ISHARES TR | IBONDS DEC24 ETF | 1M | 45K | – |
ISHARES TR | RUS 1000 ETF | 486K | 2K | – |
JOHNSON & JOHNSON | COM | 4M | 27K | – |
JPMORGAN CHASE & CO. | COM | 574K | 3K | – |
KELLANOVA | COM | 303K | 5K | – |
KIMBERLY-CLARK CORP | COM | 362K | 3K | – |
LOCKHEED MARTIN CORP | COM | 201K | 431 | – |
MARSH & MCLENNAN COS INC | COM | 1M | 5K | – |
MCDONALDS CORP | COM | 481K | 2K | – |
MCKESSON CORP | COM | 217K | 372 | – |
MEDTRONIC PLC | SHS | 418K | 5K | – |
MERCK & CO INC | COM | 1M | 11K | – |
META PLATFORMS INC | CL A | 452K | 896 | – |
MICROSOFT CORP | COM | 6M | 13K | – |
MID-AMER APT CMNTYS INC | COM | 258K | 2K | – |
MONDELEZ INTL INC | CL A | 224K | 3K | – |
NEXTERA ENERGY INC | COM | 249K | 4K | – |
NNN REIT INC | COM | 1M | 34K | – |
NOVARTIS AG | SPONSORED ADR | 209K | 2K | – |
NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 316K | 26K | – |
ORACLE CORP | COM | 503K | 4K | – |
PAYCHEX INC | COM | 339K | 3K | – |
PEPSICO INC | COM | 832K | 5K | – |
PFIZER INC | COM | 1M | 40K | – |
PIMCO MUN INCOME FD II | COM | 89K | 10K | – |
PROCTER AND GAMBLE CO | COM | 3M | 18K | – |
PRUDENTIAL FINL INC | COM | 436K | 4K | – |
QUALCOMM INC | COM | 1M | 6K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 1M | 24K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 833K | 22K | – |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 6M | 58K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 1M | 44K | – |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 5M | 70K | – |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 2M | 22K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1M | 14K | – |
SOUTHERN CO | COM | 3M | 35K | – |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 565K | 1K | – |
SPDR S&P 500 ETF TR | TR UNIT | 5M | 9K | – |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 4M | 8K | – |
SYSCO CORP | COM | 293K | 4K | – |
TARGET CORP | COM | 1M | 9K | – |
TEXAS INSTRS INC | COM | 2M | 11K | – |
TRANE TECHNOLOGIES PLC | SHS | 1M | 5K | – |
TRUIST FINL CORP | COM | 572K | 15K | – |
UNION PAC CORP | COM | 496K | 2K | – |
UNITED PARCEL SERVICE INC | CL B | 369K | 3K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 311K | 4K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 350K | 2K | – |
VANGUARD INDEX FDS | SML CP GRW ETF | 409K | 2K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2M | 51K | – |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 256K | 2K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1M | 24K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 838K | 7K | – |
VERIZON COMMUNICATIONS INC | COM | 1M | 25K | – |
VISA INC | COM CL A | 482K | 2K | – |
WALMART INC | COM | 3M | 50K | – |
WASTE MGMT INC DEL | COM | 1M | 6K | – |
WELLS FARGO CO NEW | COM | 1M | 19K | – |