SPRINGFIELD, MOCRD 298475Latest ADV March 18, 2026
Hickory Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, MO. Its latest Form ADV filing, dated March 18, 2026, reports $127M in regulatory assets under management, 4 employees, and 511 accounts.
Assets Under Management
$127M
Employees
4
Offices
--
Total Clients
209
Primary office
SPRINGFIELD, MO
1334 E. KINGSLEY, #C, SPRINGFIELD, MO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
161
2
HNWI
23.0%
48
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 18, 2026
Discretionary93.5%
$118M
94% of total RAUM93.5%
Non-discretionary6.5%
$8M
6% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts511
10Y AUM Change+$127M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee52:1
10Y Employee Change+1 (+33.3%)
* 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.