H
Hickman Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,900,000
Clients
31
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$93,548
About
Hickman Financial, LLC provides ongoing portfolio management to individual clients and offers consulting services to pension and other employee benefit plans, including 401(k) arrangements. The firm serves a small client base (31 clients) with approximately $2.9 million in assets under management and accepts both discretionary and non-discretionary authority.
The firm documents client goals and constraints in an Investment Policy Statement and applies fundamental analysis to construct model portfolios, primarily using mutual funds while also employing ETFs (including precious metals), REITs, fixed income, non-U.S. securities and insurance products. Hickman Financial uses both long‑term and short‑term trading approaches and conducts at least quarterly reviews of client accounts to monitor and adjust allocations.
Notable for a firm of its size, Hickman Financial provides pension consulting and portfolio management for institutional/employee benefit plans, a service relatively uncommon among peers. The brochure discloses that the firm’s principal is a licensed insurance agent who may offer commissionable insurance and annuity products, and that the firm recommends Charles Schwab as custodian and accepts soft‑dollar research and services from brokers, each of which is identified as a potential conflict of interest.
Client services
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Annuities
Real estate investing
Fee options
$0 - $250,000: 1.25% Above $250,000+: 1.00%
Main office location
Hickman Financial, LLC
Stuttgart AR, United States
Number of offices
1
Most active in
Hickman Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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