DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
H•••••• I••••••••• M••••••••• I•••
Latest filing Mar 11, 2026
First filing on the tape Apr 3, 2012 · 6 filings
SEC status approved since Apr 11, 2025
RAUM
$134M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$134M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$67.0M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$134M as of Mar 11, 2026
Apr 3, 2012$82.2M then
HNW client RAUM$112M as of Mar 11, 2026
Apr 28, 2025$90.7M then
State-registered IARs (5.B.3)2 as of Mar 11, 2026
Apr 3, 20120 then
Employees (5.A)3 as of Mar 11, 2026
Apr 28, 20253 then
Private funds: no history
RAUM +18% over the last fiscal yearIARs 2 to 2offices 0 to 3
Practice profile
derived from the filing of Mar 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $67.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $396,740derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 0.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$112M83%
- Individuals$22.2M17%
- Individual clients
- 64reported
- HNW clients
- 52reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 338reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• C••••••••• O•••••Certified Financial Planner, Chartered Financial Analyst | Columbus, Oh | May 18, 2012 | 17 y | 1 |
| B•••••• D• K•••••Chartered Financial Analyst | Columbus, Oh | Jan 5, 2016 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••• C••••••••• O••••• from T•• B••••• C••••••May 18, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H••••••• W••••••• L•••• · President/Chief Compliance Officercontrolsince 02/1989 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbus, Oh | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 326 to 338Dec 16, 2025 to Mar 11, 2026
- HNW clients · 47 to 52Dec 16, 2025 to Mar 11, 2026
- Individual clients · 65 to 64Dec 16, 2025 to Mar 11, 2026
- Discretionary RAUM · $114M to $134MDec 16, 2025 to Mar 11, 2026
- HNW RAUM · $90.7M to $112MDec 16, 2025 to Mar 11, 2026
- Individual RAUM · $23.2M to $22.2MDec 16, 2025 to Mar 11, 2026
- RAUM · $114M to $134MDec 16, 2025 to Mar 11, 2026
- Other offices · 2 to 3Sep 26, 2025 to Dec 16, 2025
- HQ city · DUBLIN to Apr 28, 2025 to Sep 26, 2025
- HQ state · OH to Apr 28, 2025 to Sep 26, 2025
- Other offices · 0 to 2Apr 28, 2025 to Sep 26, 2025
- Employees · unset to 3.0May 17, 2012 to Apr 28, 2025
- Individual clients · unset to 65.0May 17, 2012 to Apr 28, 2025
- Accounts · 130 to 326May 17, 2012 to Apr 28, 2025
- Advisory employees · unset to 2.0May 17, 2012 to Apr 28, 2025
- Advisory activities · 1 to 2May 17, 2012 to Apr 28, 2025
- Business name · H•••••• I••••••••• M••••••••• I•• to H•••••• I••••••••• M••••••••• I•••May 17, 2012 to Apr 28, 2025
- HNW clients · unset to 47.0May 17, 2012 to Apr 28, 2025
- Financial planning clients · unset to 1-10May 17, 2012 to Apr 28, 2025
- State-registered IARs · 0 to 2May 17, 2012 to Apr 28, 2025
- Legal name · H•••••• I••••••••• M••••••••• I•• to H•••••• I••••••••• M••••••••• I•••May 17, 2012 to Apr 28, 2025
- Other offices · unset to 0.0May 17, 2012 to Apr 28, 2025
- Discretionary RAUM · $82.2M to $114MMay 17, 2012 to Apr 28, 2025
- HNW RAUM · unset to 90677651.0May 17, 2012 to Apr 28, 2025
- Individual RAUM · unset to 23227273.0May 17, 2012 to Apr 28, 2025
- RAUM · $82.2M to $114MMay 17, 2012 to Apr 28, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@heximer.netreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 614-760-9100reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- heximer.netreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (614) 760-9100reportedpublic record, Form ADV, Mar 11, 2026
- Contact form
- heximer.net/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- heximer.net/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $67.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026