| Total AUM | $103.2M |
| Discretionary | $103.2M100% of AUM |
| Client Accounts | 197 |
| Avg Account Size | $524K |
| Employees | 5 |
| Peak AUM | $103.9MMar 2024 |
Total AUM
$103M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $103M | +2.3% | — | — | |
| Discretionary AUM | $103M | ||||
| Total AUM | $103.2M |
| Discretionary | $103.2M |
| Employees | 5 |
| Client Accounts | 197 |
| Client Range | 0 |
Address
1509 MART DRIVE
LITTLE ROCK AR 72202
Phone
501-666-0302
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$103M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 197 | 3.4% | — | — |
| Avg Account Size | $523,647.36 | +5.9% | — | — | — |
| Employees | 5 | 0.0% | 8.1% | — |
| AUM / Employee | $21M | +2.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $100M | +2.3% | — | — | — |
| Institutional AUM | $3M | +2.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 51 | 10.5% | — | — | — |
| Institutional | 3 | — | — | — | — |
| Individuals | 37 | +2.8% | — | — | — |