Data / Investment advisers / Arkansas / Gilliland Jeter Wealth Management, LLC
Gilliland Jeter Wealth Management, LLC, Little Rock, AR: $569 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Gilliland Jeter Wealth Management, LLC is an SEC registered investment adviser with its main office in Little Rock, Arkansas and reports $569 million in regulatory assets under management in its Form ADV filed July 16, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 324403
- SEC file number
- 801-127199
- SEC status
- Approved, effective January 17, 2023
- Main office
- 5619 R Street, Little Rock, AR 72207
- Phone
- (501) 902-4951
- Website
- gillilandjeter.com
- Regulatory AUM
- $569,093,741 in the Form ADV filed July 16, 2026
- Discretionary AUM
- $514,707,807
- Non discretionary AUM
- $54,385,934
- Accounts
- 836
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $400.2 million |
| Individuals (other than high net worth individuals) | 236 | $116.6 million |
| Corporations or other businesses | 6 | $50 million |
| Insurance companies | Fewer than 5 | $2.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $569.1 million | February 27, 2026 |
| December 1, 2025 | $505.3 million | February 26, 2025 |
Other advisers in Little Rock
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bass and Bell, Inc. | Little Rock | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Lathrop Investment Management Company | Little Rock | $1.01 billion | Not listed | adviserinfo.sec.gov |
| The Arkansas Financial Group, Inc. | Little Rock | $971.1 million | Not listed | adviserinfo.sec.gov |
| TMB Capital Partners, LLC | Little Rock | $867.8 million | Not listed | adviserinfo.sec.gov |
| Meridian Investment Advisors | Little Rock | $861.6 million | Not listed | adviserinfo.sec.gov |
| Ifrah Financial Services, Inc. | Little Rock | $489.1 million | Not listed | adviserinfo.sec.gov |
| Horrell Capital Management, Inc. | Little Rock | $435.1 million | Not listed | adviserinfo.sec.gov |
| Applied Capital LLC | Little Rock | $357.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Little Rock, AR
- Investment advisers in Arkansas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Gilliland Jeter Wealth Management, LLC on the SEC's adviser search
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.