Overview
Assets Under Management: $127 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 48
Average Client Assets: $1.9 million
Frequently Asked Questions
HICKORY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298475), HICKORY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HICKORY WEALTH MANAGEMENT, LLC is headquartered in SPRINGFIELD, MO.
HICKORY WEALTH MANAGEMENT, LLC serves 48 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, HICKORY WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HICKORY WEALTH MANAGEMENT, LLC manages $127 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, HICKORY WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.73%
Average Client Assets: $1.9 million
Total Client Accounts: 511
Discretionary Accounts: 489
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 298475
Filing ID: 2074244
Last Filing Date: 2026-03-18 12:07:44