| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 10/03/2022 |
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| ADV Location | LITTLE ROCK, AR, United States |
| Contact Info | (50 xxxxxxx |
| Websites |
| AUM* | 329,326,452 43% |
| of that, discretionary | 323,288,700 44% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 645,738 22% |
| % High Net Worth | 48.23% 6% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$15,022,949 | % Position9.00% | $ Change11.00% | # Change-4.00% |
| Stck Ticker14020W106 | Stock NameCAPITAL GROUP DIVIDEND VALUE | $ Position$14,626,901 | % Position8.00% | $ Change1670.00% | # Change1428.00% |
| Stck Ticker14020G101 | Stock NameCAPITAL GROUP GROWTH ETF | $ Position$14,621,737 | % Position8.00% | $ Change13.00% | # Change-4.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$11,791,991 | % Position7.00% | $ Change8.00% | # Change-3.00% |
| Stck Ticker14019W109 | Stock NameCAPITAL GROUP INTL FOCUS EQT | $ Position$9,801,710 | % Position6.00% | $ Change13.00% | # Change-4.00% |
| Stck Ticker14020X104 | Stock NameCAPITAL GROUP GBL GROWTH EQT | $ Position$9,323,577 | % Position5.00% | $ Change19.00% | # Change-6.00% |
| Stck Ticker922907746 | Stock NameVANGUARD MUN BD FDS | $ Position$7,848,330 | % Position5.00% | $ Change6.00% | # Change4.00% |
| Stck Ticker922020748 | Stock NameVANGUARD MALVERN FDS | $ Position$9,174,534 | % Position5.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker922908652 | Stock NameVANGUARD INDEX FDS | $ Position$7,781,481 | % Position4.00% | $ Change17.00% | # Change-2.00% |
| Stck Ticker14020Y805 | Stock NameCAPITAL GRP FIXED INCM ETF T | $ Position$5,192,241 | % Position3.00% | $ Change13.00% | # Change11.00% |