Firm profile

KIKER WEALTH MANAGEMENT, LLC

JASPER, GACRD 154405Latest ADV February 12, 2026

Kiker Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jasper, GA. Its latest Form ADV filing, dated February 12, 2026, reports $395M in regulatory assets under management, 9 employees, 1 office, and 2,571 accounts.

Assets Under Management
$395M
Employees
9
Offices
1 office
Total Clients
901
Primary office
JASPER, GA
788 W CHURCH STREET, JASPER, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBeverly R. Burnett

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
814
2
HNWI
8.9%
80
3
Pension Plans
0.8%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$395Mas of February 12, 2026
Discretionary100.0%
$395M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$395M
Total Accounts2,571
10Y AUM Change+$268M (+210.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee100:1
10Y Employee Change+3 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.