Sicner Asset Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,159,774
Clients
23
Advisors
1
of 1 employees
About
Sicner Asset Management, LLC provides discretionary portfolio management to individuals, charitable organizations, trusts and estates, combining investment supervision with limited financial planning. The firm also offers project-based consulting to certain legacy clients on an hourly basis.
The adviser develops a tailored investment plan through an initial interview and implements it primarily using mutual funds, ETFs and individual equities, drawing on both fundamental and technical analysis and employing long- and short-term strategies as appropriate. Accounts are managed on a discretionary basis with regular monitoring, quarterly reports and the option of in-person portfolio reviews.
Distinctive features include explicit service to charitable organizations, which is less common among independent advisers, and management of roughly $88 million in client assets relative to a small client roster, a profile that can correspond to larger average account sizes and more individualized portfolios. Operational practices that differ from some peers include not aggregating trades for allocation (using rotating execution order to address pricing differences) and leaving proxy voting responsibilities to clients.
Client services
Expertise
Fee options
0.50% annually, paid quarterly in advance
Generally $350 per hour for general consulting services
Account minimum: $500,000
Main office
Alpharetta GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)