Privately-owned and independently operated SEC Registered Investment Advisor with offices in Ohio and Southwest Florida
Hicks Capital Management is a leading financial services firm dedicated to providing comprehensive financial advisory and investment management solutions. With a strong foundation built on integrity and client-focused service, Hicks Capital Management works diligently with business owners, professionals, and retirees to navigate the complexities of wealth management and achieve their financial goals. Hicks Capital Management operates with deep Midwestern roots, ensuring clients receive advice tailored to their unique needs and aspirations.
Hicks Capital Management’s approach centers around a well-defined process that simplifies and organizes clients’ financial lives, allowing them to concentrate on what truly matters. The firm specializes in tax planning, wealth transfer planning, succession planning, and portfolio management, among other key areas. Hicks Capital Management is committed to helping clients maximize their wealth and charitable contributions, both personally and professionally. Located at 4200 Regent St., Suite 200, Columbus, Ohio 43219, US, and also at 999 Vanderbilt Beach Rd, Suite 200, Naples, Florida 34108, US, the firm offers a range of services designed to provide financial confidence and security.
Hicks Capital Management prides itself on upholding strong Midwest values in all its interactions, fostering long-term relationships built on trust and transparency. Hicks Capital Management is dedicated to delivering personalized service and strategic insights to help clients achieve financial success and peace of mind. We invite the manager of Hicks Capital Management to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence and connect with a wider audience.
Hicks Capital Management est une société leader de services financiers qui se consacre à fournir des solutions complètes de conseil financier et de gestion d'investissements. Avec une base solide construite sur l'intégrité et un service axé sur le client, Hicks Capital Management travaille avec diligence avec les propriétaires d'entreprises, les professionnels et les retraités pour naviguer dans les complexités de la gestion de patrimoine et atteindre leurs objectifs financiers. Hicks Capital Management opère avec de profondes racines au Midwest, garantissant aux clients des conseils adaptés à leurs besoins et aspirations uniques.
L'approche de Hicks Capital Management est centrée sur un processus bien défini qui simplifie et organise la vie financière des clients, leur permettant de se concentrer sur ce qui compte vraiment. L'entreprise est spécialisée dans la planification fiscale, la planification du transfert de patrimoine, la planification de la succession et la gestion de portefeuille, entre autres domaines clés. Hicks Capital Management s'engage à aider ses clients à maximiser leur patrimoine et leurs contributions caritatives, tant sur le plan personnel que professionnel. Située au 4200 Regent St., Suite 200, Columbus, Ohio 43219, États-Unis, et également au 999 Vanderbilt Beach Rd, Suite 200, Naples, Florida 34108, États-Unis, l'entreprise offre une gamme de services conçus pour fournir confiance et sécurité financières.
Hicks Capital Management est fière de maintenir des valeurs fortes du Midwest dans toutes ses interactions, favorisant des relations à long terme basées sur la confiance et la transparence. Hicks Capital Management se consacre à fournir un service personnalisé et des informations stratégiques pour aider ses clients à atteindre le succès financier et la tranquillité d'esprit. Nous invitons le responsable de Hicks Capital Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur présence sur le marché et de se connecter avec un public plus large.
Compare Hicks Capital Management with 3 companies in Financial-Services
| Comparison Field |
Hicks Capital ManagementMain Company |
Mattern Capital Mana...View Profile |
Austin Private Wealt...View Profile |
Realta WealthView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2018 | 2019 | 1989 |
|
Company Size
|
— | 2-10 | 11-50 | 11-50 |
|
City
|
Columbus, Ohio | Lakewood, Colorado | Austin, Texas | Wilmington, Delaware |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
22 Total Skills
Financial Advisory
Investment Management
Wealth Management
Tax Planning
Portfolio Management
Retirement Planning
Estate Planning
Capital Management
Wealth Transfer Planning
Succession Planning
Business Tax Strategies
Wealth Advisory
Charitable Planning
Financial Services
Asset Allocation
Insurance Planning
Fiduciary Planning
Financial Planning
Retirement Income Planning
Business Succession Planning
Asset Management
Investment Advisory
|
1 Total
1 Unique
Unique Skills:
Wealth Planning
|
3 Total
3 Unique
Unique Skills:
Certified Financial Planner
Financial Advisor
Registered Investment Advisor
|
11 Total
11 Unique
Unique Skills:
Broker-Dealer
Business Planning
Business Sucession & Protection Planning
College Planning
IBD
Independent Broker-Dealer
+5
|
Other organizations in the same industry
This company is also known as