Bank / Wealth / TrustRIA · CRD 158609SEC-Registered

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Hicks Capital Management

Hicks Capital Management was established in 2011 in Columbus, Ohio. The firm operates as a registered investment adviser, serving individuals, high-net-worth...

Hicks Capital Management logo

Hicks Capital Management

Hicks Capital Management was established in 2011 in Columbus, Ohio. The firm operates as a registered investment adviser, serving individuals, high-net-worth clients, and business entities. Its founder, Michael Hicks, structured the practice around integrating investment management with financial planning, targeting a client base that values a localized advisory relationship alongside institutional-caliber portfolio oversight. The firm's investment approach emphasizes portfolio management and financial planning for private clients. Hicks Capital Management constructs portfolios across traditional public-market asset classes, including equities and fixed income, with allocation decisions driven by each client's financial goals. The firm's geographic focus is concentrated in the Midwest, with Columbus serving as the hub for its client relationships and operational base. The firm is a compact wealth management operation, with its team size and total assets under advisement not publicly disclosed. Hicks Capital Management maintains no known adjacent vehicles, philanthropic foundations, or club co-investment structures. Its operational model reflects the boutique wealth manager archetype, prioritizing direct client relationships over scaled institutional fundraising or multi-office expansion. Hicks Capital Management differentiates through its integration of investment advisory and comprehensive financial planning under one roof in a single Midwestern market. This structure suits a clientele that requires coordinated management of liquid portfolios, tax strategy, and long-term wealth planning without the complexity of multi-family office layers or institutional fund vehicles.

General information

Firm type

Bank / Wealth / Trust

Year founded

2011

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Columbus

Corporate office

Columbus, OH, United States

Frequently asked questions

Who is responsible for investment decisions at Hicks Capital Management?

Michael Hicks, the founder, leads the firm's investment management and financial planning activities. The firm operates as a boutique practice, and its size suggests a centralized decision-making structure under its principal.

What client types does Hicks Capital Management serve?

The firm advises individuals, high-net-worth individuals, and business entities. Its service model blends portfolio management with broader financial planning for a predominantly Midwest-based clientele.

Does Hicks Capital Management manage institutional capital?

No evidence indicates the firm manages institutional separate accounts or pooled investment vehicles. Its regulatory filings and public materials describe a practice focused on private wealth management for individuals and businesses.

Where does Hicks Capital Management source its clients?

Client sourcing appears concentrated in Columbus and the surrounding Ohio market. The firm's single-office structure and community-based service model suggest a local referral network rather than national marketing channels.

Is Hicks Capital Management a single-family office?

No. The firm operates as a registered investment adviser serving multiple external clients. It is not structured as a single-family office, and no public record ties it to a specific family's wealth.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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