| Name | Title | Ownership | Since |
|---|---|---|---|
| Carman Theodore Hicks Control | Chief Executive Officer & Chief Compliance Officer & Member | Over 75% | 2022 |
Hicks & Associates Wealth Management, LLC reports $97.3 million in regulatory assets under management on its Form ADV.
Hicks & Associates Wealth Management, LLC reports 4 employees.
Hicks & Associates Wealth Management, LLC is based in Cary, NC and has been SEC-registered since 2022.
Hicks & Associates Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1145 Executive Circle, Suite C, Cary, NC 27511 |
| Phone | 919-851-5512 |
| Office hours | 8:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $97.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $97.3M |