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ICONIC Wealth Management
ICONIC WEALTH MANAGEMENT is an SEC-registered investment adviser in ALEXANDRIA, VA. The firm manages $19 million in assets, $15 million on a discretionary...
ICONIC Wealth Management
ICONIC WEALTH MANAGEMENT is an SEC-registered investment adviser in ALEXANDRIA, VA. The firm manages $19 million in assets, $15 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1997
Location
Region
North America
Country
United States
City
Alexandria
Corporate office
Atlanta, GA, United States
Principals
H. Gregory Prine
Chairman
Thomas L. Hanks
President
Sector focus
Frequently asked questions
Who leads investment decisions at ICONIC Wealth Management?
ICONIC is led by Chairman H. Gregory Prine and President Thomas L. Hanks, who founded the firm in 1997. Investment decisions are made by the advisory team, with Prine and Hanks providing strategic oversight (public record).
Does ICONIC manage client capital through direct investments or third-party funds?
ICONIC primarily allocates client capital through third-party investment vehicles and customized portfolios. The firm does not emphasize proprietary direct deal-making, focusing instead on traditional wealth management strategies such as equities, fixed income, and financial planning.
What distinguishes ICONIC as a multi-family office rather than a standard RIA?
ICONIC combines investment management with integrated tax, estate, and financial planning — a multi-family office model. Its fiduciary duty and long-tenured leadership in the Southeastern US further differentiate it from broker-dealers or single-function RIAs.
Where does the underlying wealth of ICONIC's clients come from?
ICONIC does not publicly disclose the source of client wealth. The firm serves high-net-worth families, and wealth origin is treated as private information consistent with its multi-family office model.
Does ICONIC maintain a philanthropic foundation or operating company?
ICONIC Wealth Management does not publicly disclose any separate philanthropic foundation or operating company. Its structure remains focused on client advisory services through a single entity.
What is ICONIC's geographic footprint?
ICONIC operates from a single office in Atlanta, Georgia, United States. Its client base and operations are concentrated in the Southeastern region of the US.
How does ICONIC's fee structure work?
As a registered investment adviser, ICONIC typically charges fees based on a percentage of assets under management. Specific fee schedules are not publicly disclosed but follow standard industry practices for multi-family offices.
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