# Petersen and Hicks

> Petersen and Hicks is a state-registered investment advisory firm in Campbell, CA, registered since 1995, with no regulatory assets under management reported in its Form ADV filing dated February 1, 2026.

- CRD: 124568
- Filed as: PETERSEN AND HICKS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Campbell, CA
- Filing period: October 2026
- Form ADV filing dated: February 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124568
- AdvisorCensus page: https://advisorcensus.com/firm/petersen-and-hicks-campbell-ca-124568

## Quick answers

**How is Petersen and Hicks compensated?**
On its Form ADV (Item 5.E, October 2026), Petersen and Hicks reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Petersen and Hicks located?**
Petersen and Hicks' principal office is in Campbell, CA, according to its Form ADV.

**Is Petersen and Hicks registered with the SEC or a state?**
Petersen and Hicks is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 124568.

**Does Petersen and Hicks report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124568

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1995 (31 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Petersen and Hicks (CRD 124568): Form ADV filing data as of October 2026.