Horrell Capital Management, Inc.

RIASEC RegisteredEst. 2006
Total AUM
$435M
Discretionary
$258M
59% of AUM
Avg account
$3M
Accounts
144
Employees
1
Advisory reps
1

Firm details

Headquarters
Little Rock, Arkansas
CRD number
115711
Registered since
August 3, 2006
Custodians
BNY, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.6%
  • State / Municipal Government47.49%
  • Individuals1.75%
  • Charitable Organizations0.17%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Horrell Capital Management, Inc. is an independent registered investment adviser founded in 2006 and owned by an individual principal. The firm serves both high-net-worth individuals and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its billing includes asset-based fees as well as hourly and fixed-fee arrangements. Horrell is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 25%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds25%
  • State & Local Bonds1%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1

  • Scott Horrell

    PresidentCRD 1882733

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$7.8M in ETFs

Passive

93%

$7.2M

Active

2%

$553K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$968K3,22112.42%
Unlock additional holdings →

Location

Primary office

Little Rock, AR

Pulaski

Location

Little Rock, AR

Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.

Metro area
Little Rock-North Little Rock, AR
Region
South
County
Pulaski
Address
10 Corporate Hill Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Ifrah Financial Services, Inc.

RIA

Little Rock, AR

AUM $489MTEAM 14REPS 9

Applied Capital LLC

RIA

Little Rock, AR

AUM $358MTEAM 9REPS 10

Gilliland Jeter Wealth Management, LLC

RIA

Little Rock, AR

AUM $569MTEAM 4REPS 4

Gutierrez Wealth Advisory, LLC

RIA

Little Rock, AR

AUM $329MTEAM 4REPS 4

Clientfirst Wealth Management, LLC

RIA

Little Rock, AR

AUM $303MTEAM 4REPS 2

Mendel Capital Management, LLC

RIA

Little Rock, AR

AUM $272MTEAM 3REPS 2
More RIAs in Little Rock →All Arkansas RIAs →