firm profile
Hicks Financial Partners, LLC
Overview
Hicks Financial Partners, LLC is a state registered investment adviser based in Southern Pines, NC, registered since 2022. It reports $35.4M in assets under management across 229 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $35.4M
- Discretionary
- 100%
- Accounts
- 229
- Average account
- $155K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2022
- Jurisdictions
- 4
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Timothy Wayne Hicks Owner, Chief Compliance Officer CRD 6496702
Advisory reps 2 of 2
- Jordan Robert Hicks Investment Adviser Rep CRD 7508854
- Timothy Wayne Hicks Investment Adviser Rep CRD 6496702
Location
- Headquarters
- 225 N Bennett St Ste G
Southern Pines, NC 28387 - County
- Moore
- Metro area
- Pinehurst-Southern Pines, NC
- Region
- South
Registrations
- State registered
- Registered in 4 jurisdictions
- Website: hicksfinancialpartners.com
Every state, with registration dates
Similar firms near Southern Pines
- The Pines Wealth Management, LLCSouthern Pines, NC$486M AUM
- Dreher Financial PartnersSouthern Pines, NC$148M AUM
- Kiaros Advisors, LLCSouthern Pines, NC$28.3M AUM
- Align Financial PlanningSouthern Pines, NC$2.8M AUM
- We Education Investment Manager LLCSouthern Pines, NC
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