| Total AUM | $151.0M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $151.0M |
| Client Accounts | 400 |
| Avg Account Size | $378K |
| Employees | 5 |
| Peak AUM | $151.0MFeb 2026 |
| AUM CAGR | +51.0% /yrover 1 yrs · 8 filings |
Total AUM
$151M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $151M | +51.0% | — | — | |
| Non-Disc. AUM | $151M | ||||
| Total AUM | $151.0M |
| Discretionary | $0 |
| Employees | 5 |
| Client Accounts | 400 |
| Client Range | 251-500 |
Address
1110 SE 28TH STREET
BENTONVILLE AR 72712
Phone
479-273-5333
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$151M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 400 | 0.0% | — | — |
| Avg Account Size | $377,500 | +51.0% | — | — |
| Employees | 5 | 0.0% | — | — |
| AUM / Employee | $30M | +51.0% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $148M | +50.9% | — | — | |
| Institutional AUM | $3M | +57.9% | — | — | |
Client Count Segments | |||||
| HNW Clients | 308 | 3.8% | — | — | |
| Institutional | 2 | +100.0% | — | — | |
| Individuals | 90 | +12.5% | — | — | |