Overview

Headquarters
Little Rock, AR
Total Firm Assets
$181 million
Average High-Net-Worth Client Portfolio Size
$2.0 million
Stated Minimum Account Size
$50,000

Fee Disclosure

Source: CREWS ADV PART 2 (JULY 2026) (2026-10-05) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000 2.00%
$100,001 $500,000 1.75%
$500,001 $1,000,000 1.50%
$1,000,001 $2,000,000 1.25%
$2,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $16,500 1.65%
$5 million Negotiable Negotiable
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
54.47%
Number of High-Net-Worth Clients
49
Total Client Accounts
336
Non-Discretionary Accounts
336

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
8052

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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