Hickman Financial, LLC
RIASEC Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$84.6K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 168382
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hickman Financial, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines advisory work—portfolio management for individuals and small businesses—with insurance brokerage services. Its profile indicates it does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds65%
- Cash & Cash Equivalents20%
- Exchange Traded Equities15%
Contacts
1 of 1Raymond Hickman
Investment Adviser RepresentativeCRD 4373910
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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