Zimmerman Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$95,217,015
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
56
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
56
Average account size
$1,700,304
About
Zimmeran Capital Management is a fee‑only, independent registered investment adviser that provides personalized financial planning and discretionary investment management for individuals, trusts and estates, and other private clients. The firm also accepts and customizes relationships for corporate pension and profit‑sharing plans, charitable organizations, endowments and other institutional clients, delivering written financial planning analyses and investment policy statements implemented with institutional, no‑load, index and asset‑class mutual funds.
The firm’s investment approach emphasizes strategic asset allocation, broad diversification and passive, structured portfolios built for a long‑term horizon (generally 7–10 years). Zimmerman Capital Management states a market‑efficient framework that avoids market timing or stock/sector selection, and explicitly incorporates multiple systematic risk factors (market, size, valuation, maturity and credit) when setting target allocations and rebalancing.
What is distinctive about the firm is its combination of a small, solo advisor model with services more commonly found at larger shops: pension consulting and management of institutional portfolios, along with relationships with charitable organizations and plan sponsors. The firm operates on a fee‑only basis with no product commissions, provides quarterly performance and supplemental tax reporting, and discloses that it will negotiate or waive fees in limited circumstances for employees and certain charitable clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
General tax planning
Wealth management
Passive / index investing
Fee options
Fixed annual fees for investment management ranging from $10,000 to $40,000, charged quarterly; may also charge flat fees for limited scope advisory consulting projects
Hourly rate of $250 with a 4 hour minimum for advisory consulting services
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $2,500 (equivalent to $10,000 annually) for Investment Management or Ongoing Financial Planning services Fee-only: Fee-only firm; no commissions or finder’s fees accepted
Main office location
Zimmerman Capital Management
1450 Franklin Ave.
Salem OH 44460, United States
Number of offices
1
Most active in
Zimmerman Capital Management has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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