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, individually owned registered investment adviser that has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The adviser is structured as a limited liability company and positions itself as a fee-based wealth manager rather than a multi-state or related adviser network.
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 1
Beverly Burnett
Chief Compliance OfficerCRD 4920315
Contacts
3 of 4
Paul Kiker
PresidentCRD 4066487
Michael Smith
Financial AdvisorCRD 6677313
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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