KIKER WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- JASPER, Georgia
- CRD number
- 154405
- Registered since
- April 2, 2014
- Website
- kikerwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.4%
- HNWI45.61%
- Pension & Profit Sharing Plans3.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kiker Wealth Management, LLC is an independent registered investment adviser founded in 2014 and organized as an LLC. The firm serves both individual and family clients as well as institutional clients, positioning itself as a fee-for-service wealth manager that charges based on a percentage of AUM and also offers hourly and fixed-fee engagements. Advisory capabilities listed in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not labeled a multi-state adviser in the available records.
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities21%
- Cash & Cash Equivalents21%
- State & Local Bonds5%
- Other2%
Owners & executives
1 of 1BEVERLY BURNETT
Chief Compliance OfficerCRD 4920315
Contacts
3 of 4Michael Smith
Financial AdvisorCRD 6677313
Robert Snelgrove
Junior AdvisorCRD 8043852
JOHN ALEXANDER
Investment AdvisorCRD 4751186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$164M in ETFs
90%
$148M
10%
$16.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MERK GOLD ETF (OUNZ) | VanEck | Passive | Commodities Focused | $19.7M | 437,527 | 12.00% |
Location
JASPER, GA
PICKENS
Location
JASPER, GA
Headquartered in JASPER, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- PICKENS
- Address
- 788 W Church St
- Time zone
- ET (UTC-5)
- Office locations
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