Hickory Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Hickory Wealth Management reports 209 clients. They include 161 individual clients and 48 high-net-worth individuals. Of its assets, 93.5% ($118M across 489 accounts) are managed with discretion; $8.18M across 22 accounts are not. A wrap fee program the firm both sponsors and manages holds $253M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 27% |
| High-net-worth individuals | 23% | 73% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 161 | $34.5M | 27.2% | $214K |
| High-net-worth individuals | 48 | $92M | 72.7% | $1.92M |
| Charitable organizations | Fewer than 5 | $34.3K | 0.0% | — |
| Total | 209 | $127M | 100% | — |
- Clients
- 161
- Regulatory AUM
- $34.5M
- AUM share
- 27.2%
- Avg. per client
- $214K
- Clients
- 48
- Regulatory AUM
- $92M
- AUM share
- 72.7%
- Avg. per client
- $1.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $34.3K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 209
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Hickory Wealth Management charges up to 1.00% a year for its Wrap Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
Tanner Greer owns 50% to 75% of Hickory Wealth Management. The leadership team of Hickory Wealth Management includes Chief Compliance Officer Tanner Greer. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Hickory Wealth Management, LLC
Tanner Greer
Control person · since October 2018
- Owns 25% to 50% of Hickory Wealth Management, LLC
Roger Plackemeier
since October 2018
Hickory Wealth Management’s regulatory assets grew from $107M (March 2025) to $127M (March 2026); clients rose from 192 to 209 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $127M | 209 | 4 | 1 |
| Mar 2025March 2025 | $107M | 192 | 4 | 1 |
Besides its headquarters, Hickory Wealth Management has 0 offices, with 1 listed address in 1 state.
Missouri · 1 listed address
- 1334 E. Kingsley, #C, SpringfieldHQ
Contact and registration details
- Legal name
- Hickory Wealth Management, LLC
- Headquarters
- 1334 E. Kingsley, #C, Springfield, MO 65804
- Website
- Not reported
- Phone
- 417-306-9891
- SEC file
- 801-132481
- Structure
- Missouri LLC
- Fiscal year end
- December
Hickory Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($120M). Hickory Wealth Management has custody of $945K for 3 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $120M100%
At year end, Hickory Wealth Management’s separately managed accounts were mostly in funds (78%) and bonds (10%).
What the accounts hold
- Stocks8%
- Funds78%
- Bonds10%
- Cash4%
How many clients does Hickory Wealth Management have?
Hickory Wealth Management has 209 clients and manages $127 million for them, as of March 2026. They include 161 individual clients and 48 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Hickory Wealth Management offer?
Hickory Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hickory Wealth Management charge?
Hickory Wealth Management charges up to 1.00% a year for its Wrap Asset Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A APP 1 - WRAP FEE BROCHURE, filed 18 March 2026
Which custodians does Hickory Wealth Management use?
Hickory Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $120M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Hickory Wealth Management have?
Hickory Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hickory Wealth Management invest in?
At the end of its last fiscal year, Hickory Wealth Management’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds, 8% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hickory Wealth Management?
Hickory Wealth Management’s direct owners are Tanner Greer (50% to 75%) and Roger Plackemeier (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Hickory Wealth Management get paid?
Hickory Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hickory Wealth Management?
Hickory Wealth Management’s main office is at 1334 E. Kingsley, #C, Springfield, MO 65804. Its phone number is 417-306-9891.