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- Custodian
- Betterment · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-10-2014
- Office Locations
- 1
Office Locations
About Sickle Hunter Financial Advisors
Sickle Hunter Financial Advisors is a Tampa, FL RIA providing ongoing financial planning and asset management for retail investors. They help clients coordinate retirement and education planning, workplace plans (401(k)/TSP), and account setup while building customized portfolios using stocks, bonds, ETFs, and structured products. Engagement is high-touch with virtual, phone, or in-person meetings; custody includes Schwab and LPL.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TRAVIS T SICKLE
Chief Compliance Officer, Managing Member
- CRD
- #5235232
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JAMES TYLER BASKEY
--
- CRD
- #6132267
Justin Nahas
--
- CRD
- #8226849
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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