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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-14-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 71 clients, or 71 clients per representative. That equates to $153.1K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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The full Hickory Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK DAVID COFFEY
Chief Compliance Officer, Managing Member, President
- CRD
- #2400035
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Hickory Financial Group, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.