David
Fiest

Hicks Capital Management, LLC

CRD#4989913
Investment Advisor
in Columbus, OH

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About this Advisor

David Fiest is a financial advisor who works in Columbus, Ohio who has 7 years of industry experience. Fiest currently works for Hicks Capital Management, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, David Fiest and Hicks Capital Management, LLC. Fiest maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Hicks Capital Management, LLC is a company operating out of Columbus, OH. It has just four financial advisors. It handles $144 million in total assets across its 502 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 502 accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets available to invest. Hicks Capital Management, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services depend on the type of financial services offered. However, fee types billed by Hicks Capital Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4200 Regent Street, Suite 200
Columbus, OH 43219

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Hicks Capital Management, LLC Brokerage Details

Total Assets Under Management

$144,167,930

OH Average: $2,106,341,625
Total Number of Employees

4

OH Average: 34
Total Number of Accounts

502

OH Average: 1,972
Average Account Size

$287,187

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

David Fiest Work History

David has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Hicks Capital Management, LLC

2011 - Present (13 years)

David Fiest

2016 - 2016 (< 1 year)

Purshe Kaplan Sterling Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Fiest to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hicks Capital Management, LLC

Linda Cash
Columbus, OH
David Fiest
Columbus, OH
Timothy Hicks
Columbus, OH
Jason Moore
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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