Wealth manager, independent · Jasper, GA
Kiker Wealth Management, LLC
SEC-registered investment adviser · CRD 154405 · SEC 801-79392
At a glance
Kiker Wealth Management, LLC is an SEC-registered investment adviser based in Jasper, Georgia, with $395 million in regulatory assets under management as of its Form ADV filed September 29, 2026. Its largest client group by assets is individuals, and it reports 894 individual clients. By Form ADV it is a wealth manager, ranked 3,527th of 8,915 wealth managers and 8,854th of 17,210 SEC-registered advisers by assets.
Main office 706-253-7285kikerwealth.comAs filed on Form ADV
- Regulatory AUM
- $395M
- Rank among wealth managers
- #3,527 of 8,915
- Rank among all SEC RIAs
- #8,854 of 17,210
- Rank in Georgia
- #171 of 331
- Individual clients
- 894
- High-net-worth clients
- 80
- Accounts
- 2,571
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Paul K. KikerManaging Member/president
- Beverly R. BurnettChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 814 | $199M | 50% |
| High-net-worth individuals | 80 | $180M | 46% |
| Pension and profit sharing plans | 7 | $16M | 4% |
Disciplinary disclosures
Kiker Wealth Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗kikerwealth.com ↗
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The full record on Kiker Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,066 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Kiker Wealth Management, LLC manage?
Kiker Wealth Management, LLC reports $395 million in regulatory assets under management across 2,571 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 29, 2026.
What kind of firm is Kiker Wealth Management, LLC?
Kiker Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Kiker Wealth Management, LLC’s clients?
By assets, its largest client types are individuals ($199 million, 814 clients); high-net-worth individuals ($180 million, 80 clients); pension and profit sharing plans ($16 million, 7 clients).
Does Kiker Wealth Management, LLC have any disciplinary history?
Kiker Wealth Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Kiker Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →