Heximer Investment Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$134,098,272
Clients
116
45% high-net worth
Advisors
2
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
58
TypicalAverage account size
$1,156,020
About
Heximer Investment Management provides investment management, wealth management, and financial planning to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages roughly $134 million across about 116 client relationships and typically delivers discretionary portfolio management alongside periodic financial planning and reporting.
Heximer tailors portfolios to individual objectives and risk tolerances, drawing on fundamental, technical, charting, and cyclical analysis to inform long‑ and short‑term trading decisions. Its investment toolkit includes margin, short sales, and options writing (covered, uncovered, and spreading strategies), and the firm discloses using derivative strategies within separately managed accounts when appropriate.
Noteworthy aspects include the firm’s explicit use of derivatives and options strategies in managed accounts—a practice that is uncommon among similar supported firms—and an affiliated tax services entity (Family Tree Tax) that provides tax planning and preparation to some clients. The advisory staff hold professional credentials such as CFA, CFP, CAIA, and EA, and the firm permits client‑imposed investment restrictions and conducts proxy voting on discretionary accounts.
Client services
Expertise
Fee options
Financial Planning fixed fees typically ranging from $1,000 to $25,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$200 - $600 per hour for financial planning services
Minimum fee: $1,000 minimum annual fee for Fund Only investment management services Fee-only: Financial Planning fees: Fixed fees ranging from $1,000 to $25,000; hourly fees from $200 to $600 per hour
Main office location
Heximer Investment Management Inc.
Columbus OH, United States
Number of offices
4
Most active in
Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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