Zimmerman Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$55,814,518
Clients
56
Advisors
1
of 1 employees
About
Zimmeran Capital Management is a fee‑only, independent registered investment adviser that provides personalized financial planning and discretionary investment management for individuals, trusts and estates, and other private clients. The firm also accepts and customizes relationships for corporate pension and profit‑sharing plans, charitable organizations, endowments and other institutional clients, delivering written financial planning analyses and investment policy statements implemented with institutional, no‑load, index and asset‑class mutual funds.
The firm’s investment approach emphasizes strategic asset allocation, broad diversification and passive, structured portfolios built for a long‑term horizon (generally 7–10 years). Zimmerman Capital Management states a market‑efficient framework that avoids market timing or stock/sector selection, and explicitly incorporates multiple systematic risk factors (market, size, valuation, maturity and credit) when setting target allocations and rebalancing.
What is distinctive about the firm is its combination of a small, solo advisor model with services more commonly found at larger shops: pension consulting and management of institutional portfolios, along with relationships with charitable organizations and plan sponsors. The firm operates on a fee‑only basis with no product commissions, provides quarterly performance and supplemental tax reporting, and discloses that it will negotiate or waive fees in limited circumstances for employees and certain charitable clients.
Client services
Expertise
Fee options
Fixed annual fees for investment management ranging from $10,000 to $40,000, charged quarterly; may also charge flat fees for limited scope advisory consulting projects
Hourly rate of $250 with a 4 hour minimum for advisory consulting services
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $2,500 (equivalent to $10,000 annually) for Investment Management or Ongoing Financial Planning services Fee-only: Fee-only firm; no commissions or finder’s fees accepted
Main office
1450 Franklin Ave.
Salem OH 44460
Advisors at this office
1
Most active in
Ohio
Also doing business as
Zimmerman Capital Management · Zimmerman Capital Management, LLC · Zimmerman, Jeffrey Myron
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:
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)