Find Top Financial Advisors Near Fort Smith, Arkansas
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OCTOBER WEALTH ADVISORS, INC
OCTOBER WEALTH ADVISORS, INC
Fort Smith, Arkansas
October Wealth Advisors, Inc is a reputable small investment advisory firm based out of Fort Smith, AR. With over 140 individual clients and an impressive $109,064,000 in assets under management, the company has established a strong presence in the financial industry. The firm operates from a single office, catering to a diverse range of clients. A significant portion of October Wealth Advisors' assets under management derives from employer 401Ks and individual accounts, demonstrating their expertise in these areas. In fact, a noteworthy 94% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. The compensation structure at October Wealth Advisors, Inc encompasses various types, including a percentage of assets under management and fixed fees. This approach ensures that their interests are aligned with those of their clients. With a total of three employees, two of whom provide investment advisory services, the firm maintains a personalized approach to client relationships. Each investment advisor manages an average of approximately $54,530,000 in assets, which is on par with the industry average. October Wealth Advisors takes pride in its experienced team, with David Craig and Jon-Erik Garrido serving as two of the longest-tenured registered advisors with the firm. Their extensive knowledge and dedication contribute to the high-quality services and trusted guidance that October Wealth Advisors, Inc consistently provides to its valued clientele.
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GARRISON ASSET MANAGEMENT, LLC
GARRISON ASSET MANAGEMENT, LLC
Fayetteville, Arkansas
Garrison Asset Management, LLC, headquartered in Fayetteville, AR, is a small investment advisory firm with a strong track record in managing assets. With a total of four dedicated professionals, three of whom specialize in providing comprehensive investment advisory services, the firm offers a personalized approach to wealth management. Garrison Asset Management stands out in the industry, as their average assets under management per investment advisor amount to approximately $370,490,000, surpassing the industry average. The firm's compensation structure is designed to align the interests of clients and advisors, incorporating various types of fees. This includes a percentage of assets under management, fixed fees, and performance-based fees, ensuring that advisors are motivated to achieve optimal results for their clients. Garrison Asset Management serves a diverse client base, boasting over 220 individual clients and managing assets totaling more than $277,797,000. While 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise to manage employer funds. A significant majority of the assets they manage, 96%, are under discretionary management, highlighting their expertise and ability to make informed investment decisions on behalf of their clients. With a single office in Fayetteville, Garrison Asset Management is deeply rooted in the local community. The firm takes pride in its experienced team, with long-tenured advisors such as James Bell, Kerry Bradley, and Glenn Atkins. These professionals bring a wealth of knowledge and expertise to the firm, further strengthening its ability to deliver exceptional investment advisory services.
CABANA ASSET MANAGEMENT
CABANA ASSET MANAGEMENT
Fayetteville, Arkansas
Cabana Asset Management, based in Fayetteville, AR, is a reputable local investment advisory firm with a widespread presence, operating from four well-established offices. With a dedicated team of 22 professionals, the vast majority of whom specialize in providing top-notch investment advisory services, Cabana Asset Management offers a comprehensive range of financial solutions to its clients. Drawing from their extensive knowledge and expertise, the firm manages an impressive average of $73,840,000 in assets per investment advisor, aligning them closely with industry standards. Demonstrating their commitment to client success, Cabana Asset Management employs a compensation structure that includes various models, such as a percentage of assets under management and performance-based fees. As a discretionary asset manager, Cabana Asset Management holds full authority to make investment decisions on behalf of their clients. Their client base comprises over 350 individuals who entrust the firm with a substantial total of $1,476,781,000 in assets under management. The success and longevity of Cabana Asset Management can be attributed to the expertise and experience of their dedicated team. Notably, Jon Prevost, Louis Shaff, and George Mason are among the firm's most seasoned advisors, providing invaluable guidance and support to clients over the years. With a strong focus on delivering tailored investment strategies and personalized client service, Cabana Asset Management has established itself as a trusted partner for individuals seeking professional wealth management services in the Fayetteville, AR area and beyond.