Hicks Capital Management, LLC

Overview

Hicks Capital Management, LLC is an independent, individually owned registered investment adviser that registered with the SEC in 2018. The firm serves primarily individual and family clients and combines portfolio management and financial planning with ancillary services delivered by its advisors, who are also registered representatives of a broker-dealer and licensed insurance brokers. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Hicks states it is an active ESG investor and incorporates environmental, social, or governance considerations into its investment approach. Advisory capabilities highlighted in firm materials include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not positioned as a capital allocator — instead, it implements third-party funds and public-market vehicles within client portfolios.

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Location & Offices