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ADV PART 2 B

Corkern & Co., Inc. (CRD 104730), brochure dated January 22, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.

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Additional information about Barry M. Corkern also is available on the SEC’s website at www.adviserinfo.sec.gov. Form ADV - Part 2B Brochure Supplement – January 2026 Barry M. Corkern 2300 Andover Court, Suite 100 Little Rock, Arkansas 72227 Phone: 501.664.7866 Fax: 501.663.3566 Email: barryc@bcorkern.com This brochure supplement provides information about Barry M. Corkern that supplements the Barry M. Corkern & Co. dba Corkern & Co. Inc., Inc. brochure. You should have received a copy of that brochure. Please contact Lauren, administrative assistant, if you did not receive Barry M. Corkern & Co., Inc.’s brochure or if you have any questions about the contents of this supplement. Any reference to a “registered investment adviser’ or description as being “registered,” does not imply a certain level of skill or training. “Barry, he or his” refer to Barry M. Corkern. “You or Your” refers to clients or potential clients. Form ADV Part 2B – Version 9.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc. Item 2. Educational Background and Business Experience Barry received the Certified Financial Planner® designation in 1983 and is a member of the Board of Standards, CFP® Institute ‐ Practitioner Division. CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Other options for satisfying the education component include submitting a transcript review or previous financial planning‐related course work to CFP Board for review and credit, or showing the attainment of certain professional designations or academic degrees. CFP® practitioners must pass a comprehensive two‐ day, 10‐hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. Based on regular research of what planners do, the exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. CFP® professionals must have three years minimum experience in the financial planning process prior to earning the right to use the CFP® certification marks. As a result, CFP® practitioners possess financial counseling skills in addition to financial planning knowledge. As a final step to certification, CFP® practitioners agree to abide by a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility that sets forth their ethical responsibilities to the public, clients and employers. CFP Board also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct. Barry received the Accredited Investment Fiduciary Auditor® (AIFA®) designation in 2003; and the Accredited Investment Fiduciary Analyst™ (AIFA®) designation in 2006, from the University of Pittsburg, Joseph M. Katz Graduate School of Business. The AIFA® designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards. To be eligible to receive the AIFA designation, individuals must have already completed the AIF® training program and passed the AIF exam and meet a minimum prerequisite score based on the candidate’s educational background and professional training and experience in investing, financial services and auditing. To receive the AIFA designation, individuals must complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the AIFA® Code of Ethics. In order to maintain the AIFA designation, the individual must annually renew their affirmation of the AIFA ®Code of Ethics and complete ten hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company). Private Wealth During 2005, Barry graduated from the first Wharton School of Finance ‐ Management program for professionals. Barry attended the University of Arkansas in 1968 ‐1969, but holds no undergraduate degrees. Barry has been a financial planning practitioner since 1980. He was an officer of First Financial Planners, Inc. in Little Rock, Arkansas prior to establishing Barry M. Corkern & Co., Inc. in 1982. From 1973 until he joined First Financial Planners, he was an agent and sales manager for the Prudential Insurance Company of America. Form ADV Part 2B – Version 9.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc. Barry is a fiduciary to clients by way of his firm’s registration with the Securities and Exchange Commission under the Investment Advisors Act of 1940. Item 3. Disciplinary Information There are no legal or disciplinary events which are material to your evaluation of Barry M. Corkern. Item 4. Other Business Activities Barry provides expert testimony and litigation support in federal and state court; arbitration and mediation. He has participated in over 75 cases and started providing this service over 25 years ago. Item 5. Additional Compensation Barry has no other compensation, directly or indirectly, from any source or company. Barry is the sole person responsible for supervising advisory activities on Item 6. Supervision behalf of Barry M. Corkern & Co., Inc. Form ADV Part 2B – Version 1.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc. Additional information about Lawson M. Corkern also is available on the SEC’s website at www.adviserinfo.sec.gov. Form ADV - Part 2B Brochure Supplement – January 2026 Lawson M. Corkern 2300 Andover Court, Suite 100 Little Rock, Arkansas 72227 Phone: 501.412.8704 Email: lawsonc@bcorkern.com This brochure supplement provides information about Lawson M. Corkern that supplements the Barry M. Corkern & Co. dba Corkern & Co. Inc., Inc. brochure. You should have received a copy of that brochure. Please contact Lauren, administrative assistant, if you did not receive Barry M. Corkern & Co., Inc.’s brochure or if you have any questions about the contents of this supplement. Any reference to a “registered investment adviser’ or description as being “registered,” does not imply a certain level of skill or training. “Lawson, he or his” refer to Lawson M. Corkern. “You or Your” refers to clients or potential clients. Form ADV Part 2B – Version 1.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc. Item 2. Educational Background and Business Experience During 2023, Lawson graduated from Hankamer School of Business at Baylor University, double majoring in Finance and Entrepreneurship. He spent time as a Senior Investment Professional in a Financial Advisor Development program at J.P. Morgan Securities LLC in Plano, TX from July 2023 to August 2024. Lawson is a fiduciary to clients by way of his firm’s registration with the Securities and Exchange Commission under the Investment Advisors Act of 1940. Item 3. Disciplinary Information There are no legal or disciplinary events which are material to your evaluation of Lawson M. Corkern. Item 4. Other Business Activities Lawson has no other business activities. Item 5. Additional Compensation Lawson has no other compensation, directly or indirectly, from any source or company. Barry is the sole person responsible for supervising advisory activities on Item 6. Supervision behalf of Barry M. Corkern & Co., Inc. Form ADV Part 2B – Version 1.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc.