Chicory Wealth
Firm details
- Headquarters
- ,
- CRD number
- 290887
- Registered since
- November 30, 2017
- Website
- chicorywealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.18%
- Individuals23.51%
- Charitable Organizations1.22%
- Corporations / Businesses0.08%
- Pooled Investment Vehicles0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Chicory Wealth is an independent registered investment adviser formed as an LLC and registered with the SEC since 2017. The firm serves both individuals/families and institutional clients and operates as a capital allocator, combining direct portfolio management with selection of third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements include percentage‑of‑AUM fees and fixed fees. Chicory Wealth indicates active ESG considerations in its investment approach and is involved as a sponsor, general partner, and managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
2 of 2James Hadaway
Chief Compliance OfficerCRD 3070075
Margaret Kulyk
CEO and Founder, PartnerCRD 4527484
Contacts
3 of 13
Heike Lautenschlaeger
Financial AdvisorCRD 7907199
Emily Deer
Associate AdvisorCRD 7832745
Ariel Rosenberg
Associate AdvisorCRD 7868779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$145M in ETFs
98%
$143M
1%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $78.8M | 771,097 | 54.37% |
Location
, null
Location
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Headquartered in , null.
- Office locations
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