Hicks Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 25, 2026, reports $345M in regulatory assets under management, 5 employees, 1 office, and 1,020 accounts.
Assets Under Management
$345M
Employees
5
Offices
1 office
Total Clients
252
Primary office
COLUMBUS, OH
4200 REGENT STREET, SUITE 200, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
187
2
HNWI
25.8%
65
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$345Mas of March 25, 2026
Discretionary98.8%
$341M
99% of total RAUM98.8%
Non-discretionary1.2%
$4M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$345M
Total Accounts1,020
10Y AUM Change+$232M (+207.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee50:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.