HICKORY FINANCIAL GROUP, LLC

Overview

Hickory Financial Group, LLC is a small, equity-focused registered investment adviser formed in 2019 and organized as an LLC under individual ownership. The firm concentrates on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It reports a clear preference for exchange-traded equities as the primary building block of client portfolios and does not position itself as an ESG specialist. Given its size and client base, the firm functions as a boutique adviser providing direct equity exposure supplemented by third‑party alternative managers when appropriate. Advisory activity is centered on discretionary portfolio management, with the firm acting as the primary investment decision-maker for client accounts. Hickory Financial Group structures client relationships around individualized equity allocations and uses external managers to access less liquid strategies rather than running in-house private markets programs.

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Public Holdings

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Location & Offices