$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-14-2019
- Office Locations
- 1
Office Locations
42 3RD Street NW Hickory NC
About Hickory Financial Group, LLC
Hickory Financial Group, LLC is an owner-led RIA in Hickory, NC providing goals-based financial planning and portfolio construction for retail clients, with planning spanning retirement, insurance and estate considerations. Portfolios are ETF-centric (per public filings) and custody relationships include Charles Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$153.1K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MARK DAVID COFFEY
Chief Compliance Officer, Managing Member, President
- CRD
- #2400035
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,871,000 | $150,500 |
| Non-Discretionary | $0 | -- |
| Total | $10,871,000 | $150,500 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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