Hicks Financial Partners, LLC

RIASEC Registered
Total AUM
$35.4M
Discretionary
$35.4M
100% of AUM
Avg account
$155K
Accounts
229
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • Timothy Hicks

    Timothy Hicks

    Owner & CCOCRD 6496702

  • Jordan Hicks

    Jordan Hicks

    Financial PlannerCRD 7508854

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth