| Total AUM | $867.8M |
| Discretionary | $867.8M100% of AUM |
| Client Accounts | 456 |
| Avg Account Size | $1.9M |
| Employees | 6 |
| Peak AUM | $867.8MFeb 2026 |
Total AUM
$868M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $868M | — | — | — | |
| Discretionary AUM | $868M | — | |||
| Total AUM | $867.8M |
| Discretionary | $867.8M |
| Employees | 6 |
| Client Accounts | 456 |
| Client Range | 101-250 |
Address
2226 COTTONDALE LN
LITTLE ROCK AR 72202
Phone
501-671-1140
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$868M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
| — |
| Total Accounts | 456 | — | — | — |
| Avg Account Size | $2M | — | — | — | — |
| Employees | 6 | 0.0% | — | — |
| AUM / Employee | $145M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $561M | — | — | — | — |
| Institutional AUM | $306M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 346 | — | — | — | — |
| Institutional | 23 | — | — | — | — |
| Individuals | 63 | — | — | — | — |