CRD: 317831
Hicks Financial Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-02-2022
- Office Locations
- 2
Office Locations
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.
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 2 advisory representatives and 114 clients, or 57 clients per representative. That equates to $310.4K in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on September 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Hicks Financial Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Timothy Wayne Hicks
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #6496702
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jordan Robert Hicks
Office Manager / Investment Advisor Representative
- CRD
- #7508854
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Hicks Financial Partners, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.