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 focused on individual and family clients. The firm has been SEC-registered since 1985 and is owned by an individual rather than a larger corporate parent. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not present itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Public recognition includes placement on FA Magazine’s Top RIA Firms list in 2020 and a Citywire feature in 2021 identifying it among “50 Growers Across America.”
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
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