H
CRD: 339582
Hicok Financial Solutions, LLC
Templeton, CA
8003250405
$52.5M Total AUM
$47.8M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2026
- Office Locations
- 1
Office Locations
-- Templeton CA
About Hicok Financial Solutions, LLC
Hicok Financial Solutions, LLC is a Templeton-based RIA. The firm has been operating for 0 years. Managing $52.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Lincoln Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
60 AVG AGE
$52.5M AVG AUM / ADVISOR
$954.5K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Glacier oak Peak beacon Capital vector Quantum ember Delta beacon Quantum Ember horizon
Client Personas
Frontier
Investment Themes
Peak catalyst Atlas Optima Pioneer Legacy Summit
Investment Vehicles
Unison Pioneer Timber ember
Platform
Ridge vital
Services
Alpha Element Vital beacon Radial wave Beacon fusion Quantum element Focus Element vital Atlas peak
Owner & Executives
DAVID KENNETH HICOK
Chief Compliance Officer, President
- CRD
- #4051459
- Ownership
- 75% or more
(316) 813-2280
beacon.signal@insightcapital.com
in linkedin.com/in/wave-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,793,340 | -- |
| Non-Discretionary | $4,704,610 | -- |
| Total | $52,497,950 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,497,950
Equity - Exchange:
29.8% Cash:
26.2% Corporate - Investment Grade:
30.5% Other:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $114,024,759 | 29.8% |
| Cash | $100,249,956 | 26.2% |
| Corporate - Investment Grade | $116,703,193 | 30.5% |
| Other | $51,655,511 | 13.5% |
| Total | $382,633,419 | 100.0% |