THE ARKANSAS FINANCIAL GROUP, INC.

RIASEC RegisteredEst. 1985
Total AUM
$971M
Discretionary
$971M
100% of AUM
Avg account
$585K
Accounts
1,661
Employees
11
Advisory reps
5

Firm details

Headquarters
LITTLE ROCK, Arkansas
CRD number
104808
Registered since
April 17, 1985
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI91.98%
  • Individuals6.67%
  • Charitable Organizations0.57%
  • Pension & Profit Sharing Plans0.41%
  • Other0.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Arkansas Financial Group, Inc. is an independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management services for individuals, small businesses and institutions. The firm operates under a fee schedule that includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, and it manages virtually all assets on a discretionary basis. Investment activity centers on pooled public vehicles—mutual funds and ETFs—for core exposure, supplemented by targeted allocations to third‑party alternative managers and insurance-based products where appropriate. The firm does not position itself as an ESG investor and has focused its manager relationships on established custodial and fund platforms since it registered with the SEC in 1985. The Arkansas Financial Group has been recognized in industry publications, including placement on FA Magazine’s Top RIA Firms list (2020) and Citywire’s 50 Growers Across America (2021), reflecting growth and visibility among independent advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 3%, Other 3%, Exchange Traded Equities 2%, State & Local Bonds 2%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents3%
  • Other3%
  • Exchange Traded Equities2%
  • State & Local Bonds2%

Contacts

3 of 5
  • KRISTINA BOLHOUSE

    Principal & ShareholderCRD 4345755

  • FREDRICK ADKINS

    Financial PlannerCRD 874537

  • MARY MCCRAW

    Financial Advisor and PartnerCRD 4693507

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 89

Active vs passive

$821M in ETFs

Passive

98%

$806M

Active

2%

$15.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA)State StreetPassiveLarge Value$103M215,77312.59%

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
1001 N University Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth