Heximer Investment Management Inc

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Assets, Funds, Holdings

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Heximer Investment Management Inc
CRD #105344
SEC #801-132353
CIK #
AUM $113.9 M (2025-04-28)
Employees 3 (67% Investors, 0% Brokers)
Phone614-760-9100
Address6457 Reflections Drive
Dublin, OH 43017
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1209672482402000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 65 23.2
(b) Individuals (high net worth individuals) 47 90.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 326 113.9
By Discretionary
Discretionary 326 113.9
Non-Discretionary 0 0.0
Total 326 113.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 113.9
Total 326 113.9
Comparable Firms State AUM ($B)
Wisconsin Wealth Advisors LLC
WI 0.1
CB Capital Advisors LLC
NY 0.1
Brindle & Bay Financial Advisors LLC
TX 0.1
Trillium Investments LLC
CA 0.1
Fiduciary Wealth Advisors LLC
FL 0.1
Open Source Investments LLC
0.1
Aluman Inc
0.1
Sustainvest Asset Management LLC
NJ 0.1
Dougherty & Associates LLC
FL 0.1
Fifit LLC
0.1
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