CRD: 317831
Hicks Financial Partners, LLC
$35.4M Total AUM
$35.4M Disc. AUM
-- 3Y CAGR
2 Employees
114 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2022
- Office Locations
- 2
Office Locations
225 N. Bennett Street, Suite G Southern Pines NC
4000 S. Faber Place Drive Charleston SC
About Hicks Financial Partners, LLC
Hicks Financial Partners, LLC is a fee-only, state-registered RIA based in North Carolina providing objective financial planning and investment advice for individuals, including business owners. Portfolios emphasize ETFs and asset allocation/active management, with planning support across tax, estate, and insurance needs. Primarily custodied at Charles Schwab.
Team overview
-- AVG AGE
$17.7M AVG AUM / ADVISOR
$310.4K AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Timothy Wayne Hicks
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #6496702
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jordan Robert Hicks
--
- CRD
- #7508854
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,382,494 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,382,494 | -- |
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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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