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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hickory Wealth Management LLC
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|---|---|
| CRD # | 298475 |
| SEC # | 801-132481 |
| CIK # | |
| AUM | $107.2 M (2025-03-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 417-306-9891 |
| Address | 1334 E Kingsley Springfield, MO 65804 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 35.8 |
| (b) Individuals (high net worth individuals) | 35 | 71.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 461 | 107.2 |
| By Discretionary | ||
| Discretionary | 429 | 99.0 |
| Non-Discretionary | 32 | 8.2 |
| Total | 461 | 107.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.2 | |
| Total | 461 | 107.2 |
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|---|---|---|
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OH | 0.1 |
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FCIG Wealth Management LLC
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|
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SC | 0.1 |
|
2 Knights Wealth Management LLC
✚
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OH | 0.1 |
|
Blair Hall Advisors LLC
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|
0.1 | |
|
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✚
|
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