| Total AUM | $965.0M |
| Discretionary | $965.0M100% of AUM |
| Client Accounts | 1,292 |
| Avg Account Size | $747K |
| Employees | 8 |
| Peak AUM | $965.0MMar 2026 |
Total AUM
$965M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $965M | +10.6% | +9.7% | +10.1% | |
| Discretionary AUM | |||||
| Total AUM | $965.0M |
| Discretionary | $965.0M |
| Employees | 8 |
| Client Accounts | 1292 |
| Client Range | 251-500 |
Address
2107 S 54TH STREET
ROGERS AR 72758
Phone
(479) 340-0115
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$965M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $965M |
| +10.6% |
| +9.7% |
| +10.1% |
| Total Accounts | 1k | +10.1% | +10.3% | +13.0% |
| Avg Account Size | $746,873.065 | +0.5% | 0.5% | 2.6% |
| Employees | 8 | 0.0% | +4.6% | +5.9% |
| AUM / Employee | $121M | +10.6% | +5.0% | +3.9% |
Client AUM Segments | |||||
| Wealth AUM | $622M | +31.1% | +8.9% | +8.0% | |
| Institutional AUM | $338M | 14.6% | +10.9% | +14.1% | |
| Other AUM | $5M | +176.1% | +71.5% | — | |
Client Count Segments | |||||
| HNW Clients | 189 | +58.8% | +20.1% | +13.6% | |
| Institutional | 53 | 17.2% | +9.8% | +15.3% | |
| Individuals | 203 | +50.4% | +17.5% | +18.5% | |