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Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 11/14/2019
ADV Location ROGERS, AR, United States
Contact Info (47 xxxxxxx
Websites
AUM* 964,960,000 22%
of that, discretionary 964,960,000 22%
Number of Employees 8 14%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 746,873 -2%
% High Net Worth 45.21% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

965M 827M 689M 551M 414M 276M 138M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Stck Ticker922908736 Stock NameVANGUARD GROWTH ETF $ Position$5,951,014 % Position1.00% $ Change9.00% # Change0.00%

Brochure Summary