|
⚲
|
| Hickory Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 298475 |
| SEC # | 801-132481 |
| CIK # | |
| AUM | $126.5 M (2026-03-18) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 417-306-9891 |
| Address | 1334 E Kingsley Springfield, MO 65804 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 34.5 |
| (b) Individuals (high net worth individuals) | 48 | 92.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 511 | 126.5 |
| By Discretionary | ||
| Discretionary | 489 | 118.4 |
| Non-Discretionary | 22 | 8.2 |
| Total | 511 | 126.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.5 | |
| Total | 511 | 126.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ADVR Inc
✚
|
SC | 0.1 |
|
Shadowridge Asset Management LLC
✚
|
TX | 0.1 |
|
Copperline Wealth Management & Planning
✚
|
WY | 0.1 |
|
RIA Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Fortitude Private Wealth Inc
✚
|
IN | 0.1 |
|
AISA Financial Planning Ltd
✚
|
0.1 | |
|
Goldfarb Financial Management LLC
✚
|
0.1 | |
|
Premier Private Wealth Management LLC
✚
|
FL | 0.1 |
|
BCM Capital Management LLC
✚
|
IL | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |