Horrell Capital Management, Inc.

RIASEC Registered
Total AUM
$435M
Discretionary
$258M
59% of AUM
Avg account
$3M
Accounts
144
Employees
1
Advisory reps
1

Firm details

Headquarters
Little Rock, Arkansas
CRD number
115711
Registered since
August 3, 2006
Custodians
BNY, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.6%
  • State / Municipal Government47.49%
  • Individuals1.75%
  • Charitable Organizations0.17%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Horrell Capital Management, Inc. is an independent, privately owned registered investment adviser. The firm is SEC-registered (initial registration 2006) and is owned by an individual principal. Its client mix includes both high-net-worth individuals and families as well as institutional clients. Advisory services are focused on financial planning and discretionary and nondiscretionary portfolio management for individuals, small businesses, and institutional entities. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagements. Horrell appears to run a compact operation from a single office and is not positioned as a capital allocator or a multi-state advisory network. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 25%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds25%
  • State & Local Bonds1%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Scott Horrell

    PresidentCRD 1882733

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 62

Active vs passive

$8.1M in ETFs

Passive

93%

$7.5M

Active

2%

$550K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$895K3,22111.07%

Location

Primary office

Little Rock, AR

Pulaski

Location

Little Rock, AR

Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.

Metro area
Little Rock-North Little Rock, AR
Region
South
County
Pulaski
Address
10 Corporate Hill Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth