Arkansas Financial Group, Inc. (Little Rock)

Name: Arkansas Financial Group, Inc.
Address: 1001 N. University Ave., Little Rock, AR, 72207 6366
Telephone: 501-376-9051

Arkansas Financial Group, Inc. is a large advisory firm based in Little Rock. It manages $139.99 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Louisiana, and Michigan.

Arkansas Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Arkansas Financial Group: assets under management

The assets under management (AUM) of Arkansas Financial Group, Inc. is $139.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $139.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $848.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arkansas Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Arkansas Financial Group, Inc.

Cynthia Lynne Conger has been acting as President since 1 Nov 1984. John Kelley joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fredrick Earl Adkins	Chief executive officer	1 Jun 1982	25% - 50%	874537
Cynthia Lynne Conger	President	1 Nov 1984	25% - 50%	1203931
Karron Hofmann	Chief compliance officer	1 Jul 1997	Other	2842913
Kristina Kathleen Bolhouse	Vice-president	1 Nov 2000	Other	4345755
John Kelley	Chief compliance officer	1 Jul 2001	Other	4512470

Based in Little Rock

The principal office where Arkansas Financial Group, Inc. performs its advisory services is located at 1001 N. University Ave., Little Rock, AR 72207 6366, which is also the mailing address of the firm. An additional office of the firm is in Clarksville, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 501-376-9051 or by fax 501-376-6356. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at arfinancial.com.