| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 07/16/1984 |
| ADV Location | LITTLE ROCK, AR, United States |
| Contact Info | [50 xxxxxxx |
| Websites |
| AUM* | 161,922,149 17% |
| of that, discretionary | 0 |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,904,966 5% |
| % High Net Worth | 95.29% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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
No private funds