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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-2011
- Office Locations
- 1
Office Locations
About Hicks Capital Management, LLC
Hicks Capital Management is an independently owned, SEC-registered RIA with offices in Ohio and Southwest Florida, serving business owners, professionals, and retirees (including Ohio-based snowbirds). The firm provides financial planning and discretionary investment management, with portfolios primarily using public funds/ETFs and fixed income. Assets are custodied with Fidelity/NFS, and the team emphasizes integrating wealth and charitable giving goals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY D HICKS
Financial Advisor, General Partner, Managing Member
- CRD
- #4180057
- Ownership
- 75% or more
LINDA MAE CASH
Chief Compliance Officer
- CRD
- #2489120
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID JOHN FIEST
Analyst
- CRD
- #4989913
JASON SCOTT MOORE
Private Wealth Advisor
- CRD
- #2589788
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,674,202 | $337,635 |
| Non-Discretionary | $4,066,798 | $369,709 |
| Total | $344,741,000 | $337,981 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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