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HICKORY WEALTH MANAGEMENT, LLC
CRD 298475File 801-132481
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.5M
Bottom 25% of cohort (national)
Discretionary AUM
$118.4M
Non-discretionary $8.2M
Clients
209
511 accounts
Employees
4
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 18, 2025
- Principal office
- 1334 E. KINGSLEY, #C, SPRINGFIELD, MO, 65804
- Phone
- (417) 306-9891
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.5M
- Discretionary AUM
- $118.4M
- Non-discretionary AUM
- $8.2M
- Discretionary accounts
- 489
- Non-discretionary accounts
- 22
- Total accounts
- 511
- AUM per client
- $605K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $34K |
| High net worth individuals | 48 | $92.0M |
| Individuals (other than high net worth individuals) | 161 | $34.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.