Hickman Financial, LLC
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
FINTRXOverview
Hickman Financial, LLC is an independent, individually owned registered investment adviser organized as a limited liability company. The firm focuses on fee-based portfolio management for individuals and small businesses and also operates as an insurance broker. Its client base is concentrated on individual and family relationships rather than institutional or retirement-plan consulting. The adviser reports a traditional percentage-of-assets fee model, does not position itself as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser.
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
- Public Funds/Mutual Funds65%
- Cash & Cash Equivalents20%
- Exchange Traded Equities15%
Contacts
1 of 1Raymond Hickman
Investment Adviser RepresentativeCRD 4373910
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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