Heximer Investment Management Inc.

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Client assets under management

$134,098,272

Clients

116

45% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,156,020

About

Heximer Investment Management provides investment management, wealth management, and financial planning to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages roughly $134 million across about 116 client relationships and typically delivers discretionary portfolio management alongside periodic financial planning and reporting.

Heximer tailors portfolios to individual objectives and risk tolerances, drawing on fundamental, technical, charting, and cyclical analysis to inform long‑ and short‑term trading decisions. Its investment toolkit includes margin, short sales, and options writing (covered, uncovered, and spreading strategies), and the firm discloses using derivative strategies within separately managed accounts when appropriate.

Noteworthy aspects include the firm’s explicit use of derivatives and options strategies in managed accounts—a practice that is uncommon among similar supported firms—and an affiliated tax services entity (Family Tree Tax) that provides tax planning and preparation to some clients. The advisory staff hold professional credentials such as CFA, CFP, CAIA, and EA, and the firm permits client‑imposed investment restrictions and conducts proxy voting on discretionary accounts.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Fixed

Financial Planning fixed fees typically ranging from $1,000 to $25,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Project-based

$200 - $600 per hour for financial planning services

Other

Minimum fee: $1,000 minimum annual fee for Fund Only investment management services Fee-only: Financial Planning fees: Fixed fees ranging from $1,000 to $25,000; hourly fees from $200 to $600 per hour

Main office location

Heximer Investment Management Inc.

Columbus OH, United States

Number of offices

Most active in

Florida · Ohio

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (614) 760-9100

Advisors at this firm

John O

CFP®, CFA®, Series 65

Columbus, OH

Heximer Investment Management Inc.

John Ohsner is a CFP® and CFA® with 16 years of industry experience, currently serving as an advisor at Heximer Investment Management Inc. since 2012. He is the owner of Family Tree Tax LLC, which provides tax preparation and consulting services, and serves as treasurer for Cub Scout Pack 417 in Upper Arlington, Ohio. Heximer Investment Management offers investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm applies fundamental, technical, charting, and cyclical analysis to manage portfolios and employs derivative and options strategies within separately managed accounts.

Wealth management

Brandon K

CFA®, Series 65

Worthington, OH

Heximer Investment Management Inc.

Brandon Kremer is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Heximer Investment Management Inc. since 2016. He holds Treasurer positions on the boards of the Mac-A-Cheek Foundation for the Humanities and The Polygonia Foundation, which focuses on education and conservation outreach benefiting pollinators. Heximer Investment Management provides investment management, wealth management, and financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies including derivatives and options, tailoring portfolios to individual objectives and risk tolerances.

Wealth management

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