Heximer Investment Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial Planning fixed fees typically ranging from $1,000 to $25,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$200 - $600 per hour for financial planning services
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
Columbus OH, United States
Offices (2)
Most active in
Florida · Ohio
Also doing business as
Heximer Investment Management · Heximer Investment Management Inc · Heximer Investment Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
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.
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