| Total AUM | $130.5M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $130.5M |
| Client Accounts | 841 |
| Avg Account Size | $155K |
| Employees | 109 |
| Peak AUM | $168.6MAug 2014 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $130M | +1.4% | 0.7% | +13.2% | |
| Non-Disc. AUM | $130M | ||||
| Total AUM | $130.5M |
| Discretionary | $0 |
| Employees | 109 |
| Client Accounts | 841 |
| Client Range | 0 |
Address
1609 WEST MAIN ST
RUSSELLVILLE AR 72801
Phone
479-967-1200
Filing History
70 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$130M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +6.7% /yrover 23 yrs · 70 filings |
Total AUM
$130M
| +1.4% |
| 0.7% |
| +13.2% |
| Total Accounts | 841 | 0.0% | +7.5% | +12.2% |
| Avg Account Size | $155,139.798 | +1.4% | 7.6% | +0.9% |
| Employees | 109 | 1.8% | 7.1% | +0.8% |
| AUM / Employee | $1M | +3.2% | +6.9% | +12.4% |
Client AUM Segments | |||||
| Wealth AUM | $130M | +1.4% | 0.7% | +13.2% | |
Client Count Segments | |||||
| HNW Clients | 829 | 0.0% | +7.3% | +11.9% | |
| Individuals | 12 | 0.0% | +26.8% | +14.9% | |