Hicks Financial Partners, LLC
Firm details
- Headquarters
- Southern Pines, North Carolina
- CRD number
- 317831
- 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
FINTRXOverview
Hicks Financial Partners, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individual clients and small businesses. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Hicks Financial Partners does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a capital allocator, pension consultant, or related 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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Timothy Hicks
Owner & CCOCRD 6496702

Jordan Hicks
Financial PlannerCRD 7508854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southern Pines, NC
Moore
Location
Southern Pines, NC
Headquartered in Southern Pines, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.
- Metro area
- Fayetteville-Sanford-Lumberton, NC
- Region
- South
- County
- Moore
- Address
- 225 N Bennett St
- Time zone
- ET (UTC-5)
- Office locations
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