Hickman Financial, LLC

RIASEC Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$84.6K
Accounts
39
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
168382
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hickman Financial, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines advisory work—portfolio management for individuals and small businesses—with insurance brokerage services. Its profile indicates it does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Cash & Cash Equivalents 20%, Exchange Traded Equities 15%65%
  • Public Funds/Mutual Funds65%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities15%

Contacts

1 of 1
  • Raymond Hickman

    Investment Adviser RepresentativeCRD 4373910

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth