The Arkansas Financial Group, Inc.
- Regulatory AUM
- $971M
- Discretionary
- $971M
- Clients
- 367
- Avg AUM / client
- $2.6M
- Accounts
- 1,661
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Investments (13F portfolio — 97 positions, $767,603,243)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr Dow Jones Ind | UT SER 1 | $111,460,798 | 213,367 | 14.5% | 11.5% |
| 2 | Ishares Tr | CORE S&P MCP ETF | $69,154,813 | 896,833 | 9.01% | 7.12% |
| 3 | Vanguard Index Fds | MID CAP ETF | $48,557,129 | 602,670 | 6.33% | 5.0% |
| 4 | Invesco Qqq Tr | UNIT SER 1 | $48,492,530 | 65,851 | 6.32% | 4.99% |
| 5 | Ishares Tr | CORE S&P500 ETF | $47,624,825 | 63,594 | 6.2% | 4.9% |
| 6 | Spdr Series Trust | ST SHOR CORP ETF | $44,391,581 | 1,479,226 | 5.78% | 4.57% |
| 7 | Ishares Tr | ISHS 1-5YR INVS | $30,470,722 | 581,391 | 3.97% | 3.14% |
| 8 | Spdr Series Trust | ST STR CORPO ETF | $27,963,952 | 962,946 | 3.64% | 2.88% |
| 9 | Ishares Tr | ISHS 5-10YR INVT | $23,472,480 | 441,461 | 3.06% | 2.42% |
| 10 | Ishares Tr | 0-5 YR TIPS ETF | $20,269,377 | 198,408 | 2.64% | 2.09% |
| 11 | Ishares Tr | SHRT NAT MUN ETF | $18,556,272 | 174,286 | 2.42% | 1.91% |
| 12 | Vanguard World Fd | INF TECH ETF | $18,537,896 | 155,103 | 2.42% | 1.91% |
| 13 | Ishares Inc | MSCI EMRG CHN | $18,461,507 | 180,464 | 2.41% | 1.9% |
| 14 | First Tr Exchange Traded Fd | COM SHS ANNUAL | $15,130,638 | 162,503 | 1.97% | 1.56% |
| 15 | Ishares Tr | U.S. FIN SVC ETF | $11,798,588 | 130,414 | 1.54% | 1.21% |
| 16 | Ishares Tr | TIPS BD ETF | $11,508,340 | 105,166 | 1.5% | 1.19% |
| 17 | Ishares Tr | US HLTHCARE ETF | $10,457,845 | 156,064 | 1.36% | 1.08% |
| 18 | Ishares Tr | U.S. MED DVC ETF | $9,896,098 | 200,285 | 1.29% | 1.02% |
| 19 | Ishares Tr | MICRO-CAP ETF | $9,593,118 | 47,956 | 1.25% | 0.99% |
| 20 | Spdr Series Trust | ST STR SP600 SML | $9,429,773 | 163,513 | 1.23% | 0.97% |
| 21 | Fidelity Comwlth Tr | NASDAQ COMPSIT | $9,236,335 | 89,482 | 1.2% | 0.95% |
| 22 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $7,632,422 | 25,192 | 0.99% | 0.79% |
| 23 | Flexshares Tr | MORNSTAR UPSTR | $7,490,382 | 151,996 | 0.98% | 0.77% |
| 24 | Schwab Strategic Tr | EMRG MKTEQ ETF | $7,338,799 | 202,394 | 0.96% | 0.76% |
| 25 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $7,278,553 | 150,290 | 0.95% | 0.75% |
Top 25 of 97 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 119 | $64.8M | 6.67% |
| High net worth individuals | 248 | $893M | 92.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.0M | 0.41% |
| Charitable organizations | Fewer than 5 clients | $5.5M | 0.57% |
| Corporations and other businesses | Fewer than 5 clients | $1.8M | 0.18% |
| Other | Fewer than 5 clients | $1.8M | 0.19% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fredrick Earl Adkins | Chief Executive Officer | CFP Chartered Financial Consultant | Jun 1982 (44y) | 10% – 25% |
| Kristina Kathleen Bolhouse | Chief Financial Officer | CFP Personal Financial Specialist | Jan 2002 (25y) | 25% – 50% |
| Mary Elizabeth Mccraw | Chief Compliance Officer | CFP | Nov 2008 (18y) | 10% – 25% |
| John Ralph Broadwater | Chief Investment Officer | CFP | Jan 2009 (18y) | 25% – 50% |
| Jacob Lawrence Spradlin | Registered representative | CFP | Jan 2025 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 964 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $893M (92% of AUM) Mar 2026
- Fidelity Brokerage Services $683M (92% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗