| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 12/12/2024 |
| ADV Location | LITTLE ROCK, AR, United States |
| Contact Info | 501 xxxxxxx |
| Websites |
| AUM* | 1,009,767,986 |
| of that, discretionary | 766,201,048 100% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,207,856 |
| % High Net Worth | 61.73% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ERWIN & COMPANY | Filing Date11/06/2025 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker032654105 | Stock NameAnalog Devices Inc | $ Position$23,445 | % Position4.00% | $ Change12.00% | # Change-10.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$20,175 | % Position4.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker17275R102 | Stock NameCisco Systems Inc | $ Position$24,362 | % Position4.00% | $ Change42.00% | # Change-6.00% |
| Stck Ticker931142103 | Stock NameWal-Mart Stores Inc | $ Position$24,680 | % Position4.00% | $ Change-11.00% | # Change-3.00% |
| Stck Ticker883556102 | Stock NameThermo Fisher Scientific Inc | $ Position$15,420 | % Position3.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker880770102 | Stock NameTeradyne Inc | $ Position$16,581 | % Position3.00% | $ Change30.00% | # Change-20.00% |
| Stck Ticker808513105 | Stock NameCharles Schwab Corp | $ Position$16,815 | % Position3.00% | $ Change-2.00% | # Change0.00% |
| Stck Ticker00508Y102 | Stock NameAcuity Brands Inc | $ Position$18,138 | % Position3.00% | $ Change33.00% | # Change-1.00% |
| Stck Ticker30233Q108 | Stock NameExxon Mobil Corp | $ Position$15,320 | % Position3.00% | $ Change | # Change |
| Stck Ticker46982L108 | Stock NameJacobs Solutions Inc | $ Position$16,133 | % Position3.00% | $ Change1.00% | # Change2.00% |