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

Identifiers

SEC RIA File Number 801-43509
SEC ERA File Number 801-43509
SEC CIK Numbers 1730521
SEC CRD Numbers 107861
Legal Entity Identifier None

Principal Office

240 SOUTH HANSELL STREET
THOMASVILLE
GA
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 229-228-1822, Fax: 229-228-0825

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
(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
(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

10502020202120222023202420255 on 2/25/20205 on 6/18/20205 on 3/3/20215 on 2/11/20225 on 3/13/20234 on 2/22/2024

RAUM, Historic

500M250M0202020212022202320242025347375973 on 2/25/2020347375973 on 6/18/2020357941796 on 3/3/2021402690744 on 2/11/2022348828628 on 3/13/2023377406180 on 2/22/2024

No. Clients, Historic

5002500202020212022202320242025408 on 2/25/2020408 on 6/18/2020208 on 3/3/2021366 on 2/11/2022374 on 3/13/2023381 on 2/22/2024

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