Adviser Profile

As of Date 02/06/2026
Registration SEC, Approved, 04/30/2020
ADV Location RUSSELLVILLE, AR, United States
Contact Info 479 xxxxxxx
Websites
AUM* 27,388,000 131%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 396,928 24%
% High Net Worth 4.35% -46%
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

27M 23M 20M 16M 12M 8M 4M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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