Hickory Asset Management, Inc.
CRD 167955SEC# 801-78647Concord, OH
No longer SEC-registered. Hickory Asset Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$249.3M
Employees
3
Accounts
787
Location
Concord, OH
Hickory Asset Management, Inc. assets under management
Hickory Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Concord, OH. It reports $249.3 million in regulatory assets under management and employs 3 people.
Hickory Asset Management, Inc. owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Maren Osborne Control | Chief Operating Officer | Under 5% | 2021 |
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2019 |
| Daniel Gilbert Lescoezec Control | President | Under 5% | 2002 |
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Join to unlock · $37/moFrequently asked questions
How much does Hickory Asset Management, Inc. manage?
Hickory Asset Management, Inc. reports $249.3 million in regulatory assets under management on its Form ADV.
How many employees does Hickory Asset Management, Inc. have?
Hickory Asset Management, Inc. reports 3 employees.
Where is Hickory Asset Management, Inc. located?
Hickory Asset Management, Inc. is based in Concord, OH.
Does Hickory Asset Management, Inc. disclose fund performance?
Hickory Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9930 Johnnycake Ridge Road, Suite 2b, Concord, OH 44060 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$249.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$249.3Mregulatory AUM
Discretionary $224.7MNon-discretionary $24.6M