Hickory Asset Management, Inc.

Hickory Asset Management, Inc. is a financial advisory firm established in December 2002, previously known as Daniel Gilbert LeScoezec, Inc., and renamed in March 2008. The firm offers investment supervisory services tailored to individual client goals, with discretionary authority for portfolio management based on risk tolerance and time horizon. Financial planning services are provided based on fixed fees. The firm primarily advises on open-end mutual funds, ETFs, individual equities, and other securities. Clients may impose restrictions on investments based on personal values. Hickory Asset Management does not participate in wrap fee programs and had over $224 million in assets under management as of December 2024. The fee structure for investment supervisory services ranges from 0.90% to 1.90% based on total assets under management. There is no minimum account size requirement. The firm utilizes fundamental analysis and various investment strategies, including long-term trading and margin transactions, with a focus on managing risks associated with specific securities. Hickory Asset Management does not accept performance-based fees and acts as a fiduciary in the best interests of clients. The firm discloses its code of ethics, investment discretion, and voting policies, and has no disciplinary history or financial impairments that could affect client commitments.