Hicks Capital Management is a privately-owned, independently operated SEC Registered Investment Advisor with offices in Ohio and Southwest Florida, specializing in wealth management for business owners, professionals, and retirees.
Hicks Capital Management, LLC is a SEC Registered Investment Advisor that offers financial advisory and investment management services to business owners, professionals, and retirees. The firm emphasizes a process that analyzes, organizes, and simplifies clients' financial lives, allowing them to focus on personal and professional priorities.
Offices are located in Columbus, Ohio, and Naples, Florida, serving clients with a human touch grounded in Midwest values.
Fiduciary duty
No conflicts of interest
Transparent fee structure
Personalized financial planning
Charitable giving strategies
Midwest values
Services
Wealth Management
Comprehensive wealth management services tailored to business owners, professionals, and retirees, focusing on simplifying financial lives and maximizing wealth and charitable contributions.
What makes Hicks Capital Management different from other firms? +
Hicks Capital Management operates as an independent SEC-Registered Investment Advisory firm, serving as fiduciaries that prioritize clients’ interests without conflicts of interest, hidden fees, or commissions.
Why is the tagline 'Freedom to Focus' used? +
The tagline reflects the firm’s commitment to relieving clients of day-to-day financial burdens, allowing them to concentrate on personal and professional life.
How does Hicks Capital Management handle client advocacy? +
The firm provides counsel and adjusts financial plans as necessary with a caring, personalized touch, recognizing that serving clients’ best interests is paramount.
What is the significance of being an SEC-Registered Investment Advisor? +
Registration as an SEC-Registered Investment Advisor ensures Hicks Capital Management operates as a fiduciary, putting clients’ interests first 100% of the time and eliminating conflicts of interest.
