Adviser Profile
| As of Date | 07/29/2026 |
| Registration | SEC, Approved, 06/05/2024 |
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| Former registrations | |
| ADV Location | FAYETTEVILLE, AR, United States |
| Contact Info | 501 xxxxxxx |
| AUM* | 7,181,530 -97% |
| of that, discretionary | 2,234,931 -99% |
| Number of Employees | 6 -33% |
| of those in investment advisory functions | 6 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 101,148 -92% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Multi-state adviser
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
265M
227M
189M
152M
114M
76M
38M
2024
2025
2026
Private Funds
No private funds