Hickory Point Bank & Trust, Fsb (Decatur)

Name: Hickory Point Bank & Trust, Fsb
Address: 225 North Water Street, Decatur, IL, 62523
Telephone: 217-875-3131

Hickory Point Bank & Trust, Fsb is a large advisory firm based in Decatur. It manages $85.73 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and Illinois.

Hickory Point Bank & Trust, Fsb provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hickory Point Bank & Trust, Fsb: assets under management

The assets under management (AUM) of Hickory Point Bank & Trust, Fsb is $85.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $85.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $691.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hickory Point Bank & Trust, Fsb for their services and products based on a percentage of assets under management 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.

Careers at Hickory Point Bank & Trust, Fsb

Charles P. Archer has been acting as President since 1 Mar 1989. James Walter Duies joined the executive team most recently as the Chief Compliance Officer And Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Archer Daniels Midland Company	Owner	1 Dec 1986	75% - 100%	41-0129150
Richard Powers Reising	Director	1 Jan 1987	Other	2332431
Douglas Jerome Schmalz	Chairman	1 Jan 1987	Other	2332432
Charles P. Archer	Director	1 Mar 1989	Other	4558719
Dale P. Arnold	President	1 Feb 1991	Other	4577418
Ken E. Struttman	Director	1 Oct 1991	Other	4558723
David James Smith	Secretary	1 Apr 1997	Other	2332434
Michael Otis Gibson	Senior vice president	1 Oct 1997	Other	4577422
Claudia Magdalene Madding	Director	1 Sep 1998	Other	4558706
Jerry Edwin Wittenauer	Director	1 Sep 1998	Other	4558715
Thomas William Pistorius	Director	1 Sep 1998	Other	4558726
Tammi S Greene	Compliance--loans	1 Dec 1998	Other	4577657
Gary G. Farr	Compliance--retail banking	1 Feb 1999	Other	4577655
George John Laubner	Vice president	1 May 1999	Other	1056950
Brett A. Swallow	Controller	1 Nov 1999	Other	4569306
John G Skeffington	Director	1 Oct 2001	Other	4577427
Vernon Arnold Mercier	Vice president and trust compliance officer	1 Apr 2002	Other	5147674
Dale P. Arnold	Vice chairman	1 Feb 2003	Other	4577418
Corydon C. Nicholson	President	1 Feb 2003	Other	4713181
Linda R. Lindus	Director	1 Oct 2003	Other	4742654
Kenneth L. Smithmier	Director	1 Oct 2003	Other	4742658
Steven R. Mills	Director	1 Oct 2003	Other	4742660
Linda R. Lindus	Director	1 Nov 2003	Other	4742654
Kenneth L. Smithmier	Director	1 Nov 2003	Other	4742658
Steven R. Mills	Director	1 Nov 2003	Other	4742660
Margaret Loebl	Director	1 Nov 2003	Other	4843410
J. James Shafter	Secretary	1 Nov 2003	Other	4843414
A. James Shafter	Secretary	1 Nov 2003	Other	4843414
Douglas E Zemke	Director	1 Feb 2006	Other	5110657
James Walter Duies	Chief compliance officer and vice president	1 Jun 2006	Other	3175011

Based in Decatur

The principal office where Hickory Point Bank & Trust, Fsb performs its advisory services is located at 225 North Water Street, Decatur, IL 62523 The mailing address of the firm is P.O. Box 2548, Decatur, IL 62525 2548. An additional office of the firm is in Springfield, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 217-875-3131 or by fax 217-872-6251. The normal business hours are 8:00 a.m.- 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.hickoryptbank.com.