Hickory Point Bank & Trust, Fsb (Decatur)


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.

Registered investment advisers similar to Hickory Point Bank & Trust, Fsb