SourcingSourcing

HICKORY WEALTH MANAGEMENT, LLC

C39
CRD 298475·SEC 801-132481·SPRINGFIELD, MO
AUM
$126.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$380K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HICKORY WEALTH MANAGEMENT, LLC
CRD
298475
SEC file #
801-132481
EIN
—
DBA names
—

Economics

AUM
$126.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$107.2M → $126.5M▲ +18%
Client mix
Individuals Other161
Individuals High Net Worth48

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
SPRINGFIELD MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREER, TANNER, WAYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GREER, TANNER, WAYNE
PLACKEMEIER, ROGER, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2019
Soi Zip Pct 200k Plus
0.0612
Soi Zip Returns 200k Plus
1,200
Soi Zip Total AGI
1,641,736
Fdic Zip Total Deposits
87,290,737,000
Fdic Zip Branch Count
951
Fdic Zip Top Banks
Great Southern Bank
Commerce Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Southwest BankSpringfield, MO
Commerce Bank, National AssociationSpringfield, MO
Fdic Zip HHI
732.04
Fdic Zip Top Bank Share Pct
17.45
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI69,592
Returns5,590
Stub 2
AGI197,139
Returns5,360
Stub 3
AGI178,635
Returns2,900
Soi Zip Total Business Income
53,946
Soi Zip Total Cap Gains
202,783
Soi Zip Total Dividends
58,583
Soi Zip Total Returns
19,610
Top Owner CRD
6634712
Trust Company Affiliate
No

People (2)

2
GREER, TANNER, WAYNE
IAR · Direct Owner · 62.5%
6634712
PLACKEMEIER, ROGER, DANIEL
IAR · Direct Owner · 37.5%
2457350