RIA Intel›Advisers›California›HICOK FINANCIAL SOLUTIONS, LLC

HICOK FINANCIAL SOLUTIONS, LLC

Advisory

CA

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in CA
#3,410
of 5,480 advisers by AUM
Average account
$972K
across 54 accounts
AUM per adviser
$52M
1 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM
$52M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$52M
Discretionary AUM$48M
Non-Discretionary AUM$5M
Discretionary %91%
Total Clients55
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, OR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

MULHOLLAND & KUPERSTOCK ASSET MANAGEMENT, LLC
$52M
BELVEDERE ASSET MANAGEMENT, LLC
SAN RAFAEL, CA
$53M
+11.8% 1Y
QUBERA WEALTH MANAGEMENT INC
PASADENA, CA
$53M
COASTAL CAPITAL ADVISORS, LLC
$52M
EXCELSUS CAPITAL MANAGEMENT, INC.
MANHATTAN BEACH, CA
$52M
GM CAPITAL GROUP, LLC
SAN FRANCISCO, CA
$53M

Get the full picture on HICOK FINANCIAL SOLUTIONS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HICOK FINANCIAL SOLUTIONS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans