A complete list of active advisors currently associated with Hickman Financial, LLC

Warmer can help you find a great advisor at Hickman Financial, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hickman Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.