The Arkansas Financial Group, Inc.
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 104808
- Registered since
- April 17, 1985
- Website
- arfinancial.com
- 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
FINTRXOverview
The Arkansas Financial Group, Inc. is an independent registered investment adviser that has been SEC-registered since 1985 and is owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its billing combines asset-based fees with hourly and fixed-fee arrangements. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant. Two industry recognitions appear on its record: a Top RIA Firms mention in FA Magazine (2020) and a Citywire recognition in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$879M in ETFs
98%
$862M
2%
$16.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA) | State Street | Passive | Large Value | $111M | 213,367 | 12.68% |
Location
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
Similar firms
Lathrop Investment Management Company
RIALittle Rock, AR
Bass and Bell, Inc.
RIALittle Rock, AR
TMB Capital Partners, LLC
RIALittle Rock, AR
Meridian Investment Advisors
RIALittle Rock, AR
Foundation Resource Management, Inc.
RIALittle Rock, AR
Legacy Capital Wealth Partners, LLC
RIALittle Rock, AR