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| Keyboard |
| Wickham Financial Group Inc
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|---|---|
| CRD # | 307299 |
| SEC # | 801-124758 |
| CIK # | |
| AUM | 193.0 M (2026-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 770-424-8711 |
| Address | 331 Washington Avenue NE Marietta, GA 30060 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 75.8 |
| (b) Individuals (high net worth individuals) | 53 | 116.0 |
| (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 | 1.2 |
| Total | 795 | 193.0 |
| By Discretionary | ||
| Discretionary | 207 | 76.8 |
| Non-Discretionary | 588 | 116.1 |
| Total | 795 | 193.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.0 | |
| Total | 795 | 193.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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193.3 M | |
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January Capital Advisors LLC
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Hinchley Advisory Group LLC
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Willner & Heller LLC
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Cape Ann Capital Inc
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MA | 193.0 M |
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Baybridge Capital Group LLC
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CA | 192.9 M |
|
Tailwinds Wealth LLC
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MN | 192.7 M |
|
Cadia Private Client LLC
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NJ | 192.5 M |