| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 04/08/2024 |
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| ADV Location | BENTONVILLE, AR, United States |
| Contact Info | 479 xxxxxxx |
| Websites |
| AUM* | 167,844,465 59% |
| of that, discretionary | 152,738,463 45% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 922,222 21% |
| % High Net Worth | 49.02% 27% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
No private funds