Kiker Wealth Management, LLC (Jasper)

Name: Kiker Wealth Management, LLC
Address: 788 W Church Street, Jasper, GA, 30143
Telephone: 706-253-7285

Kiker Wealth Management, LLC is a large advisory firm based in Jasper. It manages $135.51 million of regulatory assets for 1,908 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, Georgia, North Carolina, Tennessee, and Texas.

Kiker Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for approximately 887 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kiker Wealth Management: assets under management

The assets under management (AUM) of Kiker Wealth Management, LLC is $135.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 118% since the beginning of its operation, and $41.5 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $135.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.02 thousand each.

Kiker Wealth Management has custody of $29.03 million in cash and securities for 93 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in cash and cash equivalents the most. They account for 62% of the total AUM. The second-largest asset type is investment and business development companies, which make up 17% of the firm’s portfolio. Investments in exchange traded securities form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kiker Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Paul Kell Kiker serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Paul Kell Kiker is individuals with 869 clients and $107.59 million of assets under management. Among the 9 most similar advisory firms, Kiker Wealth Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $135.51 million for 887 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Kiker Wealth Management doesn't advise any private funds.

Careers at Kiker Wealth Management, LLC

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Paul Kell Kiker has been acting as President since 1 Sep 2010. Beverly Renee Burnett joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Kell Kiker	Managing member/chief compliance officer/president	1 Sep 2010	75% - 100%	4066487
Beverly Renee Burnett	Chief compliance officer	1 Sep 2015	Other	4920315

Based in Jasper

The principal office where Kiker Wealth Management, LLC performs its advisory services is located at 788 W Church Street, Jasper, GA 30143, which is also the mailing address of the firm. An additional office of the firm is in Athens, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 706-253-7285 or by fax 706-253-7286. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at kikerwealth.com.