Data / Investment advisers / Serving charitable organizations / Arkansas
Investment advisers in Arkansas serving charitable organizations: 29 firms
29 SEC registered investment advisers with a main office in Arkansas report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $3.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is 36 North Capital Management, LLC.
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- 29Advisers
- $3.4 billionAUM from this client type
- 29Advisers over $100 million
- November 2, 2026File date
Advisers in Arkansas serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| 36 North Capital Management, LLC | Bentonville | 5 | $2.67 billion | $2.67 billion | adviserinfo.sec.gov |
| Foundation Resource Management, Inc. | Little Rock | 21 | $169.5 million | $1.14 billion | adviserinfo.sec.gov |
| Arvest Wealth Management | Lowell | 35 | $140.6 million | $3.44 billion | adviserinfo.sec.gov |
| TMB Capital Partners, LLC | Little Rock | Fewer than 5 | $87.5 million | $867.8 million | adviserinfo.sec.gov |
| Bass and Bell, Inc. | Little Rock | 7 | $83.5 million | $1.02 billion | adviserinfo.sec.gov |
| Legacy Capital Wealth Partners, LLC | Little Rock | 9 | $76.5 million | $1.52 billion | adviserinfo.sec.gov |
| Naviter Wealth, LLC | Little Rock | 11 | $28.1 million | $1.87 billion | adviserinfo.sec.gov |
| Greenwood Gearhart, LLC | Fayetteville | 16 | $27.1 million | $1.97 billion | adviserinfo.sec.gov |
| First Security Investment Management, Inc. | Little Rock | 8 | $27.1 million | $247.8 million | adviserinfo.sec.gov |
| Mustard Seed Wealth Management | Magnolia | 28 | $22 million | $449.4 million | adviserinfo.sec.gov |
| Stephens | Little Rock | 21 | $17.6 million | $18.04 billion | adviserinfo.sec.gov |
| Sowell Management | North Little Rock | 32 | $16.8 million | $4.81 billion | adviserinfo.sec.gov |
| Crews & Associates, Inc. | Little Rock | 6 | $12.5 million | $181.1 million | adviserinfo.sec.gov |
| Meridian Investment Advisors | Little Rock | 7 | $12 million | $861.6 million | adviserinfo.sec.gov |
| Lathrop Investment Management Company | Little Rock | Fewer than 5 | $11 million | $1.01 billion | adviserinfo.sec.gov |
| Stephens Group Asset Management, LLC | Little Rock | 7 | $8.6 million | $1.70 billion | adviserinfo.sec.gov |
| The Arkansas Financial Group, Inc. | Little Rock | Fewer than 5 | $5.5 million | $971.1 million | adviserinfo.sec.gov |
| Hexagon Capital Partners, LLC | Rogers | 8 | $3.9 million | $965 million | adviserinfo.sec.gov |
| Thrasher & Chambers Wealth Management, LLC | Bentonville | 2 | $3 million | $151 million | adviserinfo.sec.gov |
| Mendel Capital Management, LLC | Little Rock | 1 | $2.5 million | $272.3 million | adviserinfo.sec.gov |
| Corkern & Co., Inc. | Little Rock | 2 | $2.1 million | $161.9 million | adviserinfo.sec.gov |
| October Wealth Advisors, Inc | Fort Smith | Fewer than 5 | $1.4 million | $141.6 million | adviserinfo.sec.gov |
| Hulsey Capital Management, Inc. | Heber Springs | Fewer than 5 | $1.2 million | $113.2 million | adviserinfo.sec.gov |
| First Financial Services, LLC | Little Rock | 1 | $859,061 | $103.2 million | adviserinfo.sec.gov |
| Gutierrez Wealth Advisory, LLC | Little Rock | 2 | $828,985 | $329.3 million | adviserinfo.sec.gov |
| Horrell Capital Management, Inc. | Little Rock | 3 | $719,229 | $435.1 million | adviserinfo.sec.gov |
| Millennium Capital Advisors, LLC | Little Rock | 2 | $391,302 | $232.2 million | adviserinfo.sec.gov |
| Whiterock Wealth Design, LLC | Fayetteville | 1 | $352,525 | $632.9 million | adviserinfo.sec.gov |
| Veach Family Financial | North Little Rock | 1 | $101,427 | $134.5 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.