CRD: 298475
Hickory Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-06-2018
- Office Locations
- 1
Office Locations
About Hickory Wealth Management, LLC
Hickory Asset Management is a Springfield, MO advisory team providing tailored investment and financial advice for individuals from young professionals to retirees. The firm builds data-informed, long-term portfolios aligned to each client’s goals and values, and supports broader planning needs including retirement and estate strategies. The team has served clients since 2008 and cites 70+ years of collective experience; Schwab is a primary custodian.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 18, 2026, reported AUM increased 18.0%, from $107.2M to $126.5M.
Across 3 reported observations, AUM increased 739.3% between July 15, 2019 and March 18, 2026, from $15.1M to $126.5M.
Of the latest reported AUM, 93.5% is discretionary and 6.5% is non-discretionary.
The firm reports 2 advisory representatives and 209 clients, or 104.5 clients per representative. That equates to $605.5K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
TANNER WAYNE GREER
Chief Compliance Officer, Managing Member
- CRD
- #6634712
- Ownership
- 50% but less than 75%
ROGER DANIEL PLACKEMEIER
Managing Member
- CRD
- #2457350
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,364,626 | $242,054 |
| Non-Discretionary | $8,178,554 | $371,752 |
| Total | $126,543,180 | $247,638 |
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Separately Managed Accounts
SMA allocation detail is available
Hickory Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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