Adviser Profile
| As of Date | 07/07/2026 |
| Registration | SEC, Approved, 04/08/2025 |
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| Former registrations | |
| ADV Location | BENTONVILLE, AR, United States |
| Contact Info | 479 xxxxxxx |
| AUM* | 151,000,000 51% |
| of that, discretionary | 0 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 377,500 51% |
| % High Net Worth | 21.74% 13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
151M
129M
108M
86M
65M
43M
22M
2025
2026
Private Funds
No private funds