Naviter Wealth, LLC is a registered investment advisor established in November 2020, located in Little Rock, AR. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, broker/dealers, and retirement plans. Naviter acts as a fiduciary, providing wealth management services, financial planning, and investment management. The firm primarily utilizes fundamental and technical analysis in developing investment strategies, focusing on long-term goals and objectives. Clients are not obligated to implement recommendations made by the advisor or maintain an ongoing relationship. Naviter's fee structure for wealth management services is based on a tiered schedule, with fees paid quarterly in advance. The firm manages $1,554,049,000 in client assets as of March 4, 2025, all on a discretionary basis. Naviter does not engage in wrap fee programs and does not receive compensation for securities transactions. The firm's Chief Executive Officer is Bentley E. Blackmon, and the team includes experienced professionals in various roles. Clients have the option to place reasonable restrictions on their investments, subject to acceptance by the advisor. Naviter does not have custody of client accounts, except for specific circumstances related to fee deductions and money movement authorization. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information, with measures in place to safeguard data. Naviter does not sell personal information and limits sharing to necessary business purposes. Clients have the right to limit some information sharing.

Stephens Group Asset Management, LLC is a registered investment adviser based in Little Rock, AR, established in October 2017. The firm specializes in offering investment management and ERISA plan services, managing assets totaling $1.4 billion as of February 28, 2025, on a discretionary basis. SGAM provides two primary offerings: an ETF Model Strategy and a Fixed Income Strategy. Clients can set asset allocation preferences and investment boundaries, with SGAM providing financial planning and advice based on these preferences. The firm also offers advisory services to retirement plans subject to ERISA, including fiduciary and non-fiduciary services. SGAM charges management fees based on a blended fee schedule for both strategies, prorated quarterly based on average account balance. The firm recommends the use of Charles Schwab & Co, Inc. for custody and brokerage services. SGAM has a Code of Ethics in place and does not engage in performance-based fees. The firm does not have any disciplinary events and does not accept authority to vote client securities. Clients receive regular account statements and reports, and SGAM has custody through limited power of attorney for fund disbursements. The firm has no financial conditions impairing its ability to meet commitments and has not been subject to bankruptcy in the past ten years. For more information, visit www.sgassetmgt.com.

Legacy Capital Wealth Partners, LLC is a registered investment advisor established in February 2018, offering holistic financial planning and investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm acts as a fiduciary, prioritizing loyalty and fairness to clients. Investment management services include discretionary and non-discretionary strategies, with a focus on customized portfolio management using various investment vehicles. Legacy Capital primarily employs fundamental analysis and long-term investment strategies. The firm's fee structure is negotiable, typically ranging from 0.50% to 1.50% annually based on assets under management. Financial planning services are offered for a fixed fee, with a range of $2,500 to $10,000. Legacy Capital manages approximately $1.3 billion in client assets, with a minimum balance requirement of $500,000. The firm does not charge performance-based fees, and clients retain control over voting their securities. Legacy Capital does not vote proxies on behalf of clients and does not have custody of client accounts. The firm does not compensate for client referrals and has no financial conditions impairing its ability to meet contractual commitments. Legacy Capital has not been subject to bankruptcy petitions. For more information, visit www.adviserinfo.sec.gov using the firm's CRD# 291960.

Meridian Investment Advisors is an independent SEC Registered Investment Advisor established in 1983, headquartered in Little Rock, Arkansas. The firm manages $766,523,683 in discretionary assets for various clients, including endowments, foundations, retirement plans, individuals, and high net worth families. Meridian offers customized investment management solutions through continuous client interaction, providing discretionary investment management services. The firm assists clients in setting goals, establishing investment strategies, and managing financial asset portfolios. Meridian may direct clients to third-party investment advisers after due diligence. The firm's Retirement Services division offers retirement plan consulting for defined contribution plans. Meridian acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring recommendations are in the client's best interest. The firm charges an annual fee based on a percentage of the account value, with fees payable quarterly. Meridian does not offer performance-based fees and serves individuals, high net worth families, trusts, estates, charitable organizations, and corporate retirement plans with an initial minimum account size of $500,000. The firm's investment strategies include asset allocation, common stocks, fixed income, ETFs, mutual funds, and direct indexing. Meridian has a Code of Ethics, reviews client accounts regularly, and does not accept voting authority for client securities. The firm does not have custody of client funds but has constructive custody for fee deduction purposes. Meridian's financial condition is stable with no impairments affecting client commitments.

The Arkansas Financial Group, Inc. is an SEC registered investment adviser established in 1982. The firm specializes in providing wealth management services on a fee-only basis, including financial planning and discretionary investment portfolio management. Clients are required to enter into written agreements detailing the services, fees, and terms of engagement. The firm primarily invests in mutual funds, ETFs, and individual debt securities based on client objectives. AFG does not participate in wrap programs and manages over $667 million in assets. Fees are structured as a core financial planning fee and an investment management fee, ranging from 0.25% to 0.90% based on assets under management. AFG's investment philosophy is based on Modern Portfolio Theory and Behavioral Finance. The firm does not have any disciplinary events to disclose and does not participate in performance-based fees. Clients include individuals, high net worth individuals, pension plans, trusts, and corporations. AFG recommends Fidelity as a custodian and does not vote client proxies. The firm does not require prepayment exceeding $1,200 and has no financial conditions impairing its commitments. Clients can contact Mary E. McCraw, the Chief Compliance Officer, for any questions regarding the firm's services.

Lathrop Investment Management Corporation (LIMC) is an independent investment counseling firm established in 1981 by Gregory C. Lathrop. LIMC specializes in providing discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions. The firm maintains separately managed accounts for all clients, utilizing individual stocks, bonds, and cash to construct portfolios. LIMC primarily invests in U.S.-based companies with global operations, providing exposure to both domestic and international economies. The firm also offers manager-of-managers investment services for select clients. LIMC charges annual fees based on a percentage of assets under management, with a minimum annual fee per client of $5,000. Clients are billed quarterly in advance, and fees are prorated upon termination. The firm acts as a fiduciary, obligated to act in the client's best interest, providing prudent and loyal advice, and disclosing conflicts of interest. As of December 31, 2022, LIMC managed $781 million for approximately 202 client relationships. Clients have investment discretion, allowing LIMC to manage securities transactions on their behalf. The firm does not manage accounts with performance-based fees and provides investment advice to various clients, imposing a $5,000 minimum annual fee. LIMC's investment strategies involve fundamental analysis, diversification, and risk management to tailor portfolios to individual client needs. The firm's investment team, including CFA charterholders, collaborates to make informed investment decisions. LIMC's adherence to ethical standards and commitment to client interests are central to its business practices.

Bass and Bell, Inc. is an Arkansas corporation established in January 2019, offering discretionary and non-discretionary portfolio management and financial planning services to individuals, high net worth individuals, corporations, foundations, retirement plans, and other entities. The firm creates a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. Investment strategies include long-term purchases, short-term purchases, short sales, margin transactions, and options trading. The firm primarily uses ETFs, mutual funds, stocks, fixed income securities, and money market funds for investments. Bass and Bell, Inc. charges portfolio management fees based on a percentage of assets under management, generally up to 1.0%. The firm may also provide financial planning services in conjunction with portfolio management, without separate fees. The Adviser does not have any performance-based fee arrangements and does not engage in side-by-side management. Clients have the option to direct brokerage services and may choose Raymond James as the custodian for their accounts. The firm does not vote proxies for client securities and does not require prepayment of fees exceeding $1,200 per client.

Horrell Capital Management, Inc. is a registered investment advisor based in Little Rock, Arkansas, founded by Scott Horrell in October 1999. The firm primarily offers investment supervisory services, managing assets using equity and fixed income strategies. Scott Horrell, the President, has discretion to invest client funds in various securities, including equity securities, corporate debt securities, and mutual fund shares. As of December 31, 2024, the firm managed 190 portfolios for 77 clients with assets under management totaling $454,201,137.79, with an average portfolio size of $2,390,532.30. The firm charges annual fees based on a percentage of assets under management, ranging from 1.00% to 0.50%, with a minimum fee of $1,500 per client. Horrell Capital Management does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. The firm does not engage in soft dollar practices and does not compensate individuals for client referrals. Clients grant investment discretion to the firm, allowing Scott Horrell to buy, sell, or effect transactions in securities on their behalf. The firm reviews accounts periodically, with special reviews triggered by changes in client objectives or market conditions. Horrell Capital Management does not have custody of client funds and has no financial condition likely to impair its ability to meet commitments. Scott Horrell has a clean disciplinary record and follows a Code of Ethics to ensure compliance and transparency in client dealings.

Ifrah Financial Services, Inc. is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $377,880,448 of assets under management and employs about 14 people. Ifrah Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.