FORTY THREE EIGHTEEN ADVISORS, LLC
Firm details
- Headquarters
- BENTONVILLE, Arkansas
- CRD number
- 157712
- Registered since
- April 8, 2024
- Website
- 4318advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI86.79%
- Pension & Profit Sharing Plans6.53%
- Individuals5.44%
- Charitable Organizations1.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forty Three Eighteen Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and serves both individual/family and institutional clients. Its core services are financial planning and portfolio management for individuals and small businesses. Compensation methods include a percentage-of-AUM fee, hourly charges and performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
Contacts
1 of 1JACK PARKS
Managing MemberCRD 1767912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$58.9M in ETFs
54%
$31.7M
46%
$27.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.6M | 10,207 | 11.27% |
Location
BENTONVILLE, AR
BENTON
Location
BENTONVILLE, AR
Headquartered in BENTONVILLE, AR, in the South of the United States.
- Region
- South
- County
- BENTON
- Address
- 1202 NE McClain Rd
- Time zone
- CT (UTC-6)
- Office locations
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