$395.1M Total AUM
$395.1M Disc. AUM
30.1% 3Y CAGR
9 Employees
901 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta vitalLegacy element +more
- Established Date
- 08-31-2010
- Office Locations
- 2
Office Locations
1120 Mars Hill Road Suite 109 Watkinsville GA
788 West Church St. Jasper GA
About Kiker Wealth Management, LLC
Kiker Wealth Management is a Georgia-based RIA focused on retirement planning, discretionary asset management, and estate planning. The firm emphasizes adaptive, reality-based investing and stress-tests plans across market and life scenarios to identify and sidestep downside risk. Portfolios commonly use ETFs and mutual funds, custodied at Schwab and Fidelity/NFS.
Team overview
36 AVG AGE
$98.8M AVG AUM / ADVISOR
$438.5K AVG AUM / CLIENT
9.3 yrs AVG TENURE
9 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
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Asset Classes
Value pathway Foundation Fusion summit
Client Personas
Wave value
CRM
Fusion
Custodian
Signal pioneer North Pathway Pioneer Value fusion
Investment Themes
Delta
Investment Vehicles
Summit beacon Foundation
Services
Insight Value alpha Focus alpha Matrix Summit Atlas
Technology
Catalyst Element Horizon Ember
Owner & Executives
PAUL KELL KIKER JR
Managing Member, President
- CRD
- #4066487
- Ownership
- 75% or more
(962) 765-1826
peak.optima@atlascapital.com
in linkedin.com/in/optima-north
BEVERLY RENEE BURNETT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(855) 385-3243
vector.crest@capitalcapital.com
in linkedin.com/in/unison-delta
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOHN HARDIN ALEXANDER
Investment Advisor
- CRD
- #4751186
(338) 696-7413
eagle.capital@summitcapital.com
in linkedin.com/in/value-optima
Michael Dillon Smith
Financial Advisor
- CRD
- #6677313
(207) 508-4638
prime.oak@glaciercapital.com
in linkedin.com/in/crest-momentum
R
Radial timber
Vertex radial meridian
- CRD
- #83203
(424) 360-2169
foundation.ridge@optimacapital.com
in linkedin.com/in/legacy-vertex
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,103,704 | $153,677 |
| Non-Discretionary | $0 | -- |
| Total | $395,103,704 | $153,677 |
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Separately Managed Accounts
Total SMA Asset: $395,103,704
Public Funds:
29.5% Cash:
15.2% Equity - Exchange:
23.9% Municipal Bonds:
9.7% Other:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $539,559,752 | 29.5% |
| Cash | $278,010,449 | 15.2% |
| Equity - Exchange | $437,134,850 | 23.9% |
| Municipal Bonds | $177,414,563 | 9.7% |
| Other | $396,896,495 | 21.7% |
| Total | $1,829,016,109 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA UNISON | PIONEER CATALYST | QMNNZCBGL | MPB | 6.24% | $117,745,087 |
| DELTA HARBOR | QUANTUM ATLAS | Y8TOI2Q7W | NTI | 5.99% | $102,754,465 |
| CAPITAL BRIDGE | INSIGHT DELTA | 16H4UYPEM | LSGL | 3.13% | $44,378,046 |
| ELEMENT VERTEX | VALUE INSIGHT | V1W3LVPFR | RAJQA | 12.09% | $88,404,464 |
| EMBER CAPITAL PRIME | SIGNAL UNISON | E1ZEQPZ8E | YIV | 3.49% | $18,711,896 |
| DELTA PEAK | INSIGHT OPTIMA | 1RM472PYY | VAE | 1.13% | $19,253,441 |
| CAPITAL EMBER | HARBOR EMBER | LK7PU1DE0 | CQTPV | 11.58% | $4,116,605 |
| FRONTIER OPTIMA | VECTOR RADIAL | 9BW2CRGB5 | THV | 3.81% | $106,153,228 |