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 formed as an LLC and registered with the SEC in 2014. The firm serves individuals, families and institutional clients and provides comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser describes itself as not acting as a capital allocator and does not position itself as an active ESG investor. The ownership is individual and the firm does not identify itself as a multi-state 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 Funds51%
- Exchange Traded Equities21%
- Cash & Cash Equivalents21%
- State & Local Bonds5%
- Other2%
Owners & executives
1 of 1
Beverly Burnett
Chief Compliance OfficerCRD 4920315
Contacts
3 of 4
Michael 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 73Active vs passive
$209M in ETFs
93%
$194M
7%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $18.2M | 60,644 | 8.73% |
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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