Wickham Financial Group, Inc.
● SEC registered since 2022CRD 307299SEC# 801-124758Marietta, GA
Reg. AUM
$193M
Employees
4
Accounts
795
Location
Marietta, GA
Wickham Financial Group, Inc. assets under management
Wickham Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Marietta, GA. The firm has been registered since 2022. It reports $193 million in regulatory assets under management and employs 4 people.
Wickham Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Graham Stewart Wickham Control | President & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Wickham Financial Group, Inc. manage?
Wickham Financial Group, Inc. reports $193 million in regulatory assets under management on its Form ADV.
How many employees does Wickham Financial Group, Inc. have?
Wickham Financial Group, Inc. reports 4 employees.
Where is Wickham Financial Group, Inc. located?
Wickham Financial Group, Inc. is based in Marietta, GA and has been SEC-registered since 2022.
Does Wickham Financial Group, Inc. disclose fund performance?
Wickham Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 331 Washington Avenue NE, Marietta, GA 30060 |
| Phone | 770-424-8711 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$193M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$193Mregulatory AUM
Discretionary $76.8MNon-discretionary $116.1M