|
⚲
|
| Hicks Capital Management LLC
✚
| |
|---|---|
| CRD # | 158609 |
| SEC # | 801-113560 |
| CIK # | |
| AUM | $192.7 MM (2024-03-25) |
| Employees | 5 (80% Investors, 100% Brokers) |
| Phone | 614-944-5210 |
| Address | 4200 Regent Street, Suite 200 Columbus, OH 43219 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 82.3 |
| (b) Individuals (high net worth individuals) | 39 | 110.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 192.7 |
| By Discretionary | ||
| Discretionary | 512 | 178.2 |
| Non-Discretionary | 18 | 14.5 |
| Total | 530 | 192.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.7 | |
| Total | 530 | 192.7 |
| Limited Partners | 2011 - 2024 |
|---|---|
| Los Angeles Department of Water and Power Employees' Retirement Plan | |
| Oregon Public Employees Retirement Fund | |
| State Board of Administration of Florida |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Richardson Wealth USA Limited
✚
|
0.2 | |
|
Mazars USA Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Client First Capital LLC
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|
CA | 0.2 |
|
Impactfolio LLC
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CO | 0.2 |
|
Ironwood Wealth Management Inc
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|
WV | 0.2 |
|
GMG Private Counsel ULC
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|
0.2 | |
|
Innova Advisors LLC
✚
|
FL | 0.2 |
|
Talisman Wealth Advisors LLC
✚
|
NJ | 0.2 |
|
Octavia Investments LLC
✚
|
NV | 0.2 |
|
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.2 |