Adviser Profile

As of Date 01/22/2026
Registration SEC, Approved, 07/16/1984
ADV Location LITTLE ROCK, AR, United States
Contact Info [50 xxxxxxx
Websites
AUM* 161,922,149 17%
of that, discretionary 0
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,904,966 5%
% High Net Worth 95.29% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

162M 139M 116M 93M 69M 46M 23M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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