HICKOK ADVISORY, LLC
Firm details
- Headquarters
- CAMPBELL, California
- CRD number
- 333663
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hickok Advisory, LLC is a small, owner-operated registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm offers fee flexibility—charging a percentage of assets under management, hourly fees, and fixed fees—so it can deliver both ongoing investment management and discrete planning engagements. Hickok Advisory is not positioned as a capital allocator running proprietary funds; instead it works with third-party managers and traditional packaged investments to implement client strategies. Investment preferences appear conservative and pragmatic: the firm relies on mutual funds for core equity and fixed-income exposure and allocates to real estate through external managers to add income and diversification. Hickok Advisory is not an active ESG investor and does not advertise pension consulting or multi-state advisory operations. The firm lists professional connections with accounting and law-firm resources, suggesting an emphasis on coordinated tax and legal planning alongside investment advice.
Assets & Accounts
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
Owners & executives
1 of 1ERIC HICKOK
Chief Compliance OfficerCRD 5249393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAMPBELL, CA
SANTA CLARA
Location
CAMPBELL, CA
Headquartered in CAMPBELL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 2110 S Bascom Ave
- Time zone
- PT (UTC-8)
- Office locations
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