RIA Intel›Advisers›North Carolina›HICKS FINANCIAL PARTNERS, LLC

HICKS FINANCIAL PARTNERS, LLC

Advisory

SOUTHERN PINES, NC

Data as of Jun 23, 2026 · Source: SEC Form ADV

Average account

$155K

across 229 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients114

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, NC, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

114 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

BAILEY, PHILIP R.

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DOUBLE EAGLE PARTNERS, LLC

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ENDURANCE FINANCIAL LLC

$35M

MONTAG MANANGEMENT CORP

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