Hicks Financial Partners, LLC

RIAState Registered

Total AUM

$35.4M

Discretionary

$35.4M

100% of AUM

Avg account

$155K

Accounts

229

Employees

Advisory reps

Firm details

Headquarters: Southern Pines, North Carolina
CRD number: 317831
Website: www.hicksfinancialpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.19%
Individuals48.81%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hicks Financial Partners, LLC is an independent, individually owned advisory firm organized as an LLC that focuses on serving individuals and families (and small-business owners) with financial planning and discretionary portfolio management. The firm bills clients through a mix of AUM-based fees, hourly charges and fixed fees. Its regulatory footprint includes state registrations in Louisiana, North Carolina and South Carolina. Investment philosophy leans toward equity-centric management rather than ESG or institutional alternatives, and the firm does not position itself as a capital allocator.