Arkansas Business Book of Lists 2009 - (Page 30) BAN KI NG AN D FI NANCE Largest Money Managers Ranked by assets under management Firm Address Phone, Fax, Web Site 26 Millennium Capital Advisors LLC 425 W. Capitol Ave., Suite 3300, Little Rock 72201 (501) 374-2076, (501) 907-7522, www.msfrost.com 27 St. Bernard Financial Services 2621 W. Main St., Suite 6, Russellville 72801 (479) 967-1200, (479) 967-9344, www.stbernardfinancial.com 28 Cynthia L. Conger CPA PA 2300 Andover Court, Suite 560, Little Rock 72227 (501) 374-1174, (501) 225-7274, www.cindyconger.com 29 Greenleaf Financial Inc. 835 Central Ave., Suite 428, Hot Springs 71901 (501) 609-0172, (501) 609-9083 30 Financial Professionals Inc. 1 Heritage Park Circle, North Little Rock 72116 (501) 753-2349, (501) 753-0762 31 Global Wealth Management Inc. 12511 Cantrell Road, Suite 102, Little Rock 72223 (501) 219-9080, (866) 902-2179, www.gwmi.net 32 Hulsey Capital Management Inc. 203C Tulaka Blvd., Heber Springs 72543 (501) 362-1681, (501) 362-3484 33 Talbot Capital Management Inc. 200 E. 11th St., Suite C, Pine Bluff 71601 (870) 535-6801, (870) 534-3033 34 Independent Financial Advisors Inc. 102 Country Club Parkway, Suite A, Maumelle 72113 (501) 851-1435, (501) 851-1386 35 Highlander Partners Healthcare Fund GP LP 303 W. Capitol Ave., Suite 345, Little Rock 72201 (501) 801-9050, (501) 801-9053 Assets Under Management No. of Accounts No. of Clients $62,991,263 255 101-250 $51,289,521 1,345 1,000 $42,829,939 238 26-100 $40,486,735 175 101-250 $38,980,047 281 101-250 $37,009,436 285 26-100 $35,385,482 137 26-100 $34,993,900 70 26-100 $34,851,455 112 101-250 $31,000,000 1 1-10 Assets in Private Funds Date Filed NA 7/25/2008 NA 1/22/2008 Top Executive Title Patrick D. Miller President Robert Keenan Financial Services Portfolio management for individuals, businesses and/or institutional clients; pension and general business consulting services. Financial planning services; portfolio management for individuals, businesses and/or institutional clients; pension consulting services; market timing services. NA Cynthia Lynne Conger Financial planning services; portfolio management for individuals and/ 3/25/2008 CEO or small businesses; selection of other advisers. Joseph Dierks President E.A. Ostedgaard Chairman Charles H. Boling President Kent C. Hulsey President George B. Talbot President 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, businesses and/or institutional clients; selection of other advisers. Financial planning services; portfolio management for individuals and/ or small businesses. Portfolio management for individuals, businesses and/or institutional clients. NA 2/25/2008 NA 3/31/2008 NA 3/17/2008 NA 7/09/2008 NA 4/10/2008 NA Clifford Ray Veach Financial planning services; portfolio management for individuals and/ 3/27/2008 President or small businesses. NA Thaddaeus Waugh Portfolio management for individuals, businesses and/or institutional 3/11/2008 Nancy Lloyd Weaver clients. Owners Researched by Gwen Moritz Originally published Nov. 17, 2008. Source: Most recent Form ADV filed with the U.S. Securities & Exchange Commission. Firms whose most recent filings were more than 15 months old were excluded. Friendly. Convenient. Local. Those three words sum up First Arkansas Bank & Trust. If you’re looking for a bank that treats you like family every time you come through the door, we are that bank. We will greet you with a smile every time we see you, and we pride ourselves on giving you excellent customer service. If you need a loan, we have local lenders with specific knowledge of your area to help make the process easier. 28 If you need convenient locations, we have them. We are proud to have 28 locations throughout Central and North Central Arkansas. From Jacksonville to Marshall, wherever you find yourself, chances are you’ll find a First Arkansas Bank & Trust. We have a wide variety of products and services that can be tailored to fit your individual lifestyle, including free Online Banking with FREE Unlimited Bill Pay! We also offer a full-service mortgage company, a trust department and investment services. We hope that you will stop by and see for yourself what a friendly, convenient and local bank can do for you! 501.982.4511 • 1.800.982.4511 • firstarkansasbank.com 30 2009 BOOK of LISTS Download the Book of Lists as a spreadsheet. www.arkansasbusiness.com/lists http://www.msfrost.com http://www.stbernardfinancial.com http://www.cindyconger.com http://www.gwmi.net http://www.firstarkansasbank.com http://www.firstarkansasbank.com http://www.arkansasbusiness.com/lists
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