Arkansas Business Book of Lists 2009 - (Page 29) BAN KI NG AN D FI NANCE Largest Money Managers Ranked by assets under management Firm Address Phone, Fax, Web Site 1 Stephens Capital ManagementB 111 Center St., Little Rock 72201 (501) 377-2000, (501) 377-2495, www.stephens.com 2 Foundation Resource Management Inc. 401 W. Capitol, Suite 503, Little Rock 72201 (501) 604-3190, (501) 604-3195, www.foundationresourcemanagement.com 3 Arvest Asset Management 921 W. Monroe Ave., Lowell 72745 (877) 278-3781, (479) 770-1836, www.arvestam.com 4 Forest Hill Capital Inc. 100 Morgan Keegan Drive, Suite 430, Little Rock 72202 (501) 666-4491, (501) 666-4490, www.foresthillcapital.com 5 Stephens Investment Management Group LLCC 111 Center St., Little Rock 72201 (800) 458-6589, (501) 377-2327, www.stephensfunds.com 6 Sowell Management Services 5509 Springvale Road, Suite A, North Little Rock 72116 (501) 219-2434, (501) 812-6380, www.sowellmanagement.com 7 Ifrah Financial Services Inc. 17300 Chenal Parkway, Suite 150, Little Rock 72223 (501) 821-7733, (866) 740-5204, www.ifrahfinancial.com 8 Smith Capital Management 8315 Cantrell Road, Suite 130, Little Rock 72227 (501) 228-0040, (501) 228-0047, www.smithcap.com 9 Meridian Investment Advisors 11300 Cantrell Road, Suite 200, Little Rock 72212 (501) 663-7055, (501) 663-2405, www.meridiania.com 10 Lathrop Investment Management 10 Corporate Hill Drive, Suite 225, Little Rock 72205 (501) 227-4930, (501) 227-7630, www.limc.com 11 The Arkansas Financial Group Inc. 1001 N. University Ave., Suite 200, Little Rock 72207 (501) 376-9051, (501) 376-6356, www.arfinancial.com 12 Greenwood & Associates Inc. 26 E. Center, Fayetteville 72701 (479) 521-5353, (479) 521-5300, www.greenwoodandassociates.com 13 Garrison Asset Management LLC 2 N. College Ave., Fayetteville 72701 (479) 587-1045, (479) 587-1257, www.garrisonfinancial.com 14 Longer Investments Inc. 9 N. West Ave., Fayetteville 72701 (479) 443-5851, (479) 443-7129, www.longerinv.com 15 Horrell Capital Management Inc. 100 Morgan Keegan Drive, Suite 305, Little Rock 72202 (501) 975-4655, (501) 975-4654 16 Barry M. Corkern Advisory Services Inc. 2300 Andover, Suite 100, Little Rock 72227 (501) 664-7866, (501) 663-3566, www.bcorkern.com 17 Clientfirst Wealth Management 1501 N. University Ave., Suite 210, Little Rock 72207 (501) 603-0406, (501) 603-0405, www.clientfirstwealthmanagement.com 18 Mendel Capital Management Inc. 18 Corporate Hill Drive, Suite 202, Little Rock 72205 (501) 225-1405, (501) 225-1650 19 Advisoralliance LLC 5305 Village Parkway, Suite 5, Rogers 72758 (479) 845-4260, (479) 845-4266, www.advisoralliance.us 20 Financial Management Inc. 3801 Woodland Heights Road, Suite 125, Little Rock 72212 (501) 227-7400, (501) 227-9422, www.financialmanagementinc.com 21 Argenta Wealth Management (Gaudin & Associates Inc.) 401 Main St., North Little Rock 72114 (501) 225-5600, (501) 225-5613, www.argentawealthmanagement.com 22 Metropolitan Capital Management Inc.D 425 W. Capitol Ave., 13th Floor, Little Rock 72201 (501) 377-7699, (501) 377-7668, www.waschka.com 23 Hutchinson Financial Inc. 12511 Cantrell Road, Little Rock 72223 (501) 223-9190, (501) 223-0343, www.hutchinsonfinancialinc.com 24 Mustard Seed Financial LLC 202 S. Pine St., Magnolia 71753 (870) 234-1618, (870) 234-0373, www.mustardseedfinancial.com 25 Trent Capital Management 15800 Cantrell Road, Little Rock 72223 (501) 868-7772, (501) 868-9107 Assets Under Management No. of Accounts No. of Clients $2,917,167,108 3,160 3,000 $1,507,353,010 112 101-250 Assets in Private Funds Date Filed NA 10/10/2008 Top Executive Title Warren Simpson EVP Financial Services Portfolio management for individuals, businesses and/or institutional clients; pension consulting services; selection of other advisers; publication of periodicals or newsletters. NA Mark Wood Millsap Financial planning services; portfolio management for individuals, 3/26/2008 President businesses and/or institutional clients. Financial planning services; portfolio management for individuals, businesses and/or institutional clients; selection of other advisers. Portfolio management for individuals, businesses and/or institutional clients; selection of other advisers. Portfolio management for individuals, businesses and/or institutional clients. Portfolio management for individuals, businesses and/or institutional clients. Financial planning services; portfolio management for individuals and/ or small businesses; pension consulting services; selection of other advisers; publication of periodicals or newsletters. Financial planning services; portfolio management for individuals, businesses and/or institutional clients; pension consulting services; selection of other advisers; publication of periodicals or newsletters. Financial planning services; portfolio management for individuals, businesses and/or institutional clients. Portfolio management for individuals, businesses and/or institutional clients; selection of other advisers. Financial planning services; portfolio management for individuals, businesses and/or institutional clients. Financial planning services; portfolio management for individuals and/ or small businesses. Portfolio management for individuals, businesses and/or institutional clients; selection of other advisers. Portfolio management for individuals, businesses and/or institutional clients. Portfolio management for individuals, businesses and/or institutional clients. Financial planning services; portfolio management for individuals and/ or small businesses. Financial planning services; portfolio management for individuals and/ or small businesses. Portfolio management for individuals, businesses and/or institutional clients. Portfolio management for individuals, businesses and/or institutional clients. Financial planning services; portfolio management for individuals, businesses and/or institutional clients; pension and business consulting services. Financial planning services; portfolio management for individuals, businesses and/or institutional clients; selection of other advisers. Financial planning services; portfolio management for individuals, businesses and/or institutional clients. Financial planning services; portfolio management for individuals, businesses and/or institutional clients; publication of periodicals or newsletters. Financial planning services; portfolio management for individuals, businesses and/or institutional clients; publication of periodicals or newsletters. Portfolio management for individuals, businesses and/or institutional clients. Researched by Gwen Moritz $648,630,000 NA Jack Melton Parks 2,846 7/1/2008 CEO 3,000 $403,000,000 $362,800,000 Mark Allen Lee 10 3/18/2008 President and 1-10 Managing Member $391,057,272 NA Warren Simpson EVP 35 10/08/2008 26-100 $317,432,734 NA William C. Sowell 2,424 1/25/2008 President, Managing 1,000 Member and Chief Compliance Officer $286,947,972 NA Patrick Ifrah 883 2/29/2008 President 1,000 $284,563,401 $22,397,995 Stephen W. Chaffin President 545 10/02/2008 101-250 $267,490,704 $42,050 Lewis W. Van Ness 9/02/2008 Managing Principal 151 101-250 and Chief Compliance Officer $259,528,902 NA Gregory C. Lathrop 356 2/12/2008 President 26-100 NA Frederick E. Adkins $198,712,388 180 3/17/2008 CEO 101-250 NA Mary Ann Greenwood $190,351,224 610 12/07/2007 President 251-500 NA Thomas R. Garrison $161,784,692 240 9/03/2008 Chairman 101-250 $155,960,951 NA Elaine M. Longer 127 3/27/2008 President 26-100 $133,766,538 NA Scott Lee Horrell 166 6/03/2008 President 26-100 $119,641,702 $2,350,000 Barry M. Corkern 62 7/29/2008 President 26-100 $110,000,000 NA Edward P. Mahaffy 25 3/04/2008 President and Chief 11-25 Compliance Officer $107,842,886 287 101 $93,854,460 331 101-250 $93,351,729 567 101-250 $92,370,186 316 101-250 $91,066,877 271 101-250 $82,219,293 508 101-250 $82,000,000 580 251-500 $72,433,301 347 101-250 NA 1/24/2008 Allan B. Mendel President NA Wilford Robert Taylor 9/03/2008 CEO and Managing Member NA Harold Franklin 2/11/2008 Grubbs President NA John Perry Gaudin 1/24/2008 President NA 8/13/2008 NA 10/27/2008 NA 1/30/2008 NA 2/14/2008 Thomas McCain VP Relationship Manager Eric Hutchinson President J. David Ashby Owner David A. Trent President 1 A division of Stephens Inc. 2 Mutual fund division of Stephens Capital Management 3 Formerly Waschka Capital Investments Download the Book of Lists as a spreadsheet. www.arkansasbusiness.com/lists 2009 BOOK of LISTS http://www.stephens.com http://www.foundationresourcemanagement.com http://www.arvestam.com http://www.foresthillcapital.com http://www.stephensfunds.com http://www.sowellmanagement.com http://www.ifrahfinancial.com http://www.smithcap.com http://www.meridiania.com http://www.limc.com http://www.arfinancial.com http://www.greenwoodandassociates.com http://www.garrisonfinancial.com http://www.longerinv.com http://www.bcorkern.com http://www.clientfirstwealthmanagement.com http://www.advisoralliance.us http://www.financialmanagementinc.com http://www.argentawealthmanagement.com http://www.waschka.com http://www.hutchinsonfinancialinc.com http://www.mustardseedfinancial.com http://www.arkansasbusiness.com/lists
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