$134.1M Total AUM
$134.1M Disc. AUM
-- 3Y CAGR
3 Employees
117 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- ZenithHarbor
- Established Date
- 05-18-2012
- Office Locations
- 1
Office Locations
2752 Woodstock Road Columbus OH
About Heximer Investment Management Inc.
Heximer Investment Management is an independent Columbus, OH wealth manager serving entrepreneurs/executives, peak-career professionals, retirees, and high-net-worth households. The team provides retirement planning, portfolio construction and risk management, and estate strategy through a Discovery-Planning-Deliver process with ongoing monitoring. Portfolios are ETF-centric and custody includes Pershing.
Team overview
35 AVG AGE
$67.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Request access to benchmark trends tied to signal.
Unlock to compare peer behavior around harbor meridian.
Open the full profile to inspect shifts in value beacon.
See the complete signal summary connected to quantum.
Open the full profile to inspect shifts in momentum insight.
Premium access reveals conviction themes in oak horizon insight.
Open the full profile to inspect shifts in eagle zenith.
Upgrade to reveal position-level detail across bridge oak.
Asset Classes
Optima timber Capital Meridian
Client Personas
Matrix
Custodian
Summit delta Value bridge Capital zenith Optima peak Atlas timber Glacier Catalyst pioneer Eagle atlas
Investment Themes
North Insight horizon Alpha
Investment Vehicles
Quantum ridge Eagle
Platform
Momentum
Services
Unison optima Delta Bridge legacy Ridge Ridge Capital Harbor Summit Radial eagle
Technology
Foundation signal Zenith radial
Owner & Executives
JOHN CHRISTOPHER OHSNER
Chief Compliance Officer, PORTFOLIO MANAGER, President
- CRD
- #5658700
- Ownership
- 75% or more
(381) 768-8911
zenith.quantum@glaciercapital.com
in linkedin.com/in/fusion-element
Showing 1 of 1 owners & executives
Unlock allContacts
BRANDON D. KREMER
Portfolio Manager
- CRD
- #6579090
(615) 683-3521
delta.oak@frontiercapital.com
in linkedin.com/in/optima-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,098,272 | $396,740 |
| Non-Discretionary | $0 | -- |
| Total | $134,098,272 | $396,740 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $134,098,272
Equity - Exchange:
17.9% Public Funds:
36.4% Cash:
22.9% Corporate - Investment Grade:
8.1% Municipal Bonds:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,127,540,194 | 17.9% |
| Public Funds | $2,292,875,032 | 36.4% |
| Cash | $1,442,495,556 | 22.9% |
| Corporate - Investment Grade | $510,227,686 | 8.1% |
| Municipal Bonds | $925,968,762 | 14.7% |
| Total | $6,299,107,230 | 100.0% |