Hickory Wealth Management, LLC
Firm details
- Headquarters
- Springfield, Missouri
- CRD number
- 298475
- Registered since
- April 18, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.73%
- Individuals27.24%
- Charitable Organizations0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hickory Wealth Management, LLC is a fee-based, individual-owned RIA that provides portfolio management for individuals, small businesses, and institutional/business clients. The firm acts as a capital allocator and includes selection of other advisers among its services, which supports its use of third-party managers. It charges clients a percentage of assets under management and does not position itself as an active ESG investor. The firm is SEC-registered as of 2025 and is organized as an LLC.
Assets & Accounts
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
- Public Funds/Mutual Funds78%
- State & Local Bonds10%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Tanner Greer
Chief Compliance Officer & Managing MemberCRD 6634712
Contacts
1 of 1
Roger Plackemeier
Registered Investment AdviserCRD 2457350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, MO
Greene
Location
Springfield, MO
Headquartered in Springfield, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Greene
- Address
- 1334 E Kingsley St
- Time zone
- CT (UTC-6)
- Office locations
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