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Hickory Asset Management, Inc.

CRD 167955SEC# 801-78647Concord, OH
Export (members)
No longer SEC-registered. Hickory Asset Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$249.3M
Employees
3
Accounts
787
Location
Concord, OH

Hickory Asset Management, Inc. assets under management

Hickory Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Concord, OH. It reports $249.3 million in regulatory assets under management and employs 3 people.

Hickory Asset Management, Inc. owners & executives

18 reported
NameTitleOwnershipSince
Angela Maren Osborne ControlChief Operating OfficerUnder 5%2021
Bluespring Wealth Partners, LLC ControlOwnerOver 75%2019
Daniel Gilbert Lescoezec ControlPresidentUnder 5%2002
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Frequently asked questions

How much does Hickory Asset Management, Inc. manage?

Hickory Asset Management, Inc. reports $249.3 million in regulatory assets under management on its Form ADV.

How many employees does Hickory Asset Management, Inc. have?

Hickory Asset Management, Inc. reports 3 employees.

Where is Hickory Asset Management, Inc. located?

Hickory Asset Management, Inc. is based in Concord, OH.

Does Hickory Asset Management, Inc. disclose fund performance?

Hickory Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9930 Johnnycake Ridge Road, Suite 2b, Concord, OH 44060
Office hours8:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$224.7M
Non-discretionary$24.6M
Total (RAUM)$249.3M