Arkansas Business List: Money Managers

Ranked by assets under management

Assets Under
Management Assets in Private
Firm No. of Accounts Funds Top Executive
Address, Phone, Fax, Web Site No. of Clients Date Filed Title Financial Services
1 Stephens Capital Management $3,169,293,146 NA Warren Simpson Financial planning services; portfolio managment for
111 Center St., Little Rock 72201 2,043 09/15/2006 Senior Vice President individuals, investment companies, businesses
(501) 374-4361, (501) 377-2495, www.stephens.com 2,000-plus and/or institutional clients; pension consulting
services; selection of other advisers; publication of
periodicals or newsletters.
2 Foundation Resource Management Inc. $1,050,985,847 NA Gregory P. Hartz Financial planning services; portfolio management for
401 W. Capitol, Suite 503, Little Rock 72201 92 01/01/2006 President individuals, businesses and/or institutional clients.
(501) 604-3190, (501) 604-3195, 26-100
www.foundationresourcemanagement.com
3 Forest Hill Capital Inc. $372,000,000 $317,500,000 Mark Allen Lee Portfolio management for individuals, businesses
100 Morgan Keegan Drive, Suite 430, Little Rock 72202 9 08/08/2006 President and/or institutional clients; selection of other
(501) 666-4491, (501) 666-4492, www.foresthillcap.com 1-10 advisers.
4 Ifrah Financial Services Inc. $268,373,260 NA Patrick Ifrah Financial planning services; portfolio management for
17300 Chenal Parkway, Suite 150, Little Rock 72223 817 09/21/2006 President individuals and/or small businesses; pension
(501) 821-7733, (866) 740-5204, www.ifrahfinancial.com 800 consulting services; selection of other advisers.
5 Smith Capital Management $255,470,165 NA Steven W. Chaffin Financial planning services; portfolio management for
8315 Cantrell Road, Suite 130, Little Rock 72227 568 02/22/2006 President individuals, businesses and/or institutional clients;
(501) 228-0040, (501) 228-0047, www.smithcap.com 101-250 pension consulting services; selection of other
advisers; publication of periodicals or newsletters.
6 Lathrop Investment Management Corp. $254,885,198 NA Gregory C. Lathrop Portfolio management for individuals, businesses
10 Corporate Hill Drive, Suite 225, Little Rock 72205 387 08/01/2006 President and/or institutional clients; selection of other
(501) 227-4930, (501) 227-7630, www.limc.com 101-250 advisers.
7 Meridian Investment Advisors $248,179,124 NA Lewis W. Van Ness Financial planning services; portfolio management for
11300 Cantrell Road, Suite 200, Little Rock 72212 163 04/18/2006 Managing Principal individuals, businesses and/or institutional clients.
(501) 663-7055, (501) 663-2405, www.meridiania.com 26-100
8 Garrison Asset Management LLC $223,509,779 NA Thomas R. Garrison Portfolio management for individuals, businesses
2 N. College Ave., Fayetteville 72701 193 09/19/2006 Chairman and/or institutional clients.
(479) 587-1045, (479) 587-1257, www.garrisonfinancial.com 101-250
9 Sowell Management Services $200,000,000 NA William C. Sowell Portfolio management for individuals, businesses
5509 Springvale Road, North Little Rock 72116 1,000 08/02/2006 Manager and/or institutional clients.
(501) 219-2434, (501) 812-6380, www.sowellmanagement.com 1,000
10 Greenwood & Associates Inc. $173,419,605 NA Mary Ann Greenwood Financial planning services; portfolio management for
26 E. Center, Fayetteville 72701 779 08/02/2006 President individuals and/or small businesses.
(479) 521-5353, (479) 521-5300, www.greenwoodandassociates.com 251-500
11 Arvest Asset Management $153,436,000 NA Jack Melton Parks, Jr. Financial planning services; portfolio management for
201 W. Walnut, Rogers 72757 751 10/17/2006 CEO individuals, businesses and/or institutional clients;
(479) 621-1832, (479) 986-5016 750 selection of other advisers.
12 Longer Investments Inc. $139,769,197 NA Elaine Longer Portfolio management for individuals, businesses
9 N. West Ave., Fayetteville 72701 130 03/30/2006 President and/or institutional clients.
(479) 443-5851, (479) 443-7129, www.longerinv.com 26-100
13 The Arkansas Financial Group $135,853,170 NA Frederick E. Adkins Financial planning services; portfolio management for
1001 N. University Ave., Suite 200, Little Rock 72207 134 03/31/2006 CEO individuals, businesses and/or institutional clients;
(501) 376-9051, (501) 376-6356, www.arfinancial.com 101-250 pension consulting services.
14 Horrell Capital Management Inc. $120,000,000 $404,000 Scott L. Horrell Portfolio management for individuals, businesses
8201 Cantrell Road, Suite 260, Little Rock 72227 185 10/13/2006 President and/or institutional clients.
(501) 975-4655, (501) 975-4654 101-250
15 Metropolitan Capital Management Inc. (Waschka Capital Investments) $101,500,000 NA Thomas J. Carlson Financial planning services; portfolio management for
425 W. Capitol Ave, 13th Floor, Little Rock 72201 296 09/28/2006 Executive Vice President individuals, businesses and/or institutional clients.
(501) 377-7699, (501) 377-7668, www.waschka.com 101-250
16 Barry M. Corkern Advisory Services Inc. $93,866,896 $1,950,000 Barry M. Corkern Financial planning services; portfolio management for
2300 Andover, Suite 100, Little Rock 72227 67 03/06/2206 President individuals and/or small businesses.
(501) 664-7866, (501) 663-3566, www.bcorkern.com 26-100
17 Hutchinson Financial Inc. $80,135,481 NA Eric Hutchinson Financial planning services; portfolio management for
12511 Cantrell Road, Little Rock 72223 748 08/23/2006 President individuals, businesses and/or institutional clients;
(501) 223-9190, (501) 223-0343, www.hutchinsonfinancialinc.com 1,500 publication of periodicals or newsletters.
18 Financial Management Inc. $71,467,780 NA Harold Franklin Grubbs Financial planning services; portfolio management for
3801 Woodland Heights Road, Suite 125, Little Rock 72212 547 01/31/2006 President individuals, businesses and/or institutional clients;
(501) 227-7400, (501) 227-9422, www.financialmanagementinc.com 101-250 pension consulting services; selection of other
advisers; publication of periodicals or newsletters.
19 Garrison Financial Advisors Inc. $70,174,037 $796,847 Thomas R. Garrison Portfolio management for individuals, businesses
2 N. College Ave., Fayetteville 72701 128 10/19/2006 Chairman and/or institutional clients; selection of other
(479) 251-7035, (479) 251-7801, www.garrisonfinancial.com 101-250 advisers.
20 Mendel Capital Management Inc. $65,896,409 NA Allan B. Mendel Portfolio management for individuals, businesses
18 Corporate Hill Drive, Suite 202, Little Rock 72205 252 06/14/2006 President and/or institutional clients.
(501) 225-1405, (501) 225-1650 26-100
21 Millennium Capital Advisors LLC $61,708,307 NA Patrick D. Miller Financial planning services; portfolio management for
425 W. Capitol Ave., Suite 3300, Little Rock 72201 233 03/20/2006 President individuals, businesses and/or institutional clients.
(501) 374-2076, (501) 374-5520, www.msfrost.com 251-500
22 Johnson Investment Group LLC $53,910,435 $5,469,435 Richard Johnson Portfolio management for individuals, businesses
1020 W. Main St., Russellville 72801 690 09/23/2005 President and/or institutional clients.
(479) 880-8899, (479) 880-1020 101-250
23 Trent Capital Management $50,995,714 NA David A. Trent Portfolio management for individuals, businesses
15800 Cantrell Road, Little Rock 72223 317 02/28/2006 President and/or institutional clients.
(501) 868-7772, (501) 868-9107 251-500
24 St. Bernard Financial Services $43,654,448 NA Robert Keenan Financial planning services; portfolio management for
2621 W. Main St., Suite 6, Russellville 72801 1,141 06/16/2006 CEO individuals, businesses and/or institutional clients;
(479) 967-1200, (479) 967-9344, www.stbernardfinancial.com 900 pension consulting services; market timing services.
25 Global Wealth Management Inc. $35,340,063 NA Charles H. Boling, Jr. Financial planning services; portfolio management for
8201 Cantrell Road, Little Rock 72227 256 06/29/2006 President individuals, businesses and/or institutional clients;
(501) 219-9080, (501) 227-7490, www.gwmi.net 26-100 selection of other advisers.
26 Greenleaf Financial Inc. $34,094,000 NA Joseph Dierks Portfolio management for individuals, businesses
835 Central Ave., Suite 428, Hot Springs 71901 196 1/30/2006 President and/or institutional clients.
(501) 609-0172, (501) 609-9083 26-100
Researched by Gwen Moritz