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Joshua Price

Advisor at Millennium Capital Advisors, LLC — Little Rock, AR

Updated today

Credentials

Series 65, Series 63

Experience

3 years

Location

Little Rock, AR 72207

Millennium Capital Advisors, LLC logo

Millennium Capital Advisors, LLC

Supported

Total advisors

2

Clients per advisor

100 Very High

Avg AUM per client

$1,064,087 High

HNW client ratio

36% Typical

About

Joshua Price is a financial advisor at Millennium Capital Advisors, LLC in Little Rock, AR, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Millennium Capital Advisors in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. Millennium Capital Advisors provides discretionary and non-discretionary portfolio management, advisory consulting, and pension consulting services to individuals, trusts, and employee benefit plans. The firm manages approximately $232 million in client assets and employs a range of investment strategies, including fundamental and technical analysis, as well as long- and short-term approaches.

Client services

Based on Millennium Capital Advisors, LLC

Portfolio management Pension consulting General consulting services

Expertise

Based on Millennium Capital Advisors, LLC

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Millennium Capital Advisors, LLC

Founder/Business Owner Executive

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Fee options

Percentage

up to 1.5% annually (negotiable)

Commissions

Commission-based compensation earned by affiliated insurance agents and registered representatives is separate and in addition to advisory fees.

Project-based

$300 per hour for advisory consulting services (negotiable)

Other

Account minimum: $50,000

Location

Little Rock, AR

1501 N. University Ave, Ste 551

Little Rock AR 72207

Advisors at this office

2

Most active in

Arkansas · Texas

Work history

3 years of industry experience

Millennium Capital Advisors, LLC

2026 - Present • 1 year

Little Rock, AR

JPMorgan Chase Bank, N.A.

2023 - 2026 • 3 years

Bentonville, AR

J.P. Morgan Securities LLC

2023 - 2026 • 3 years

Bentonville, AR

Arvest Bank

2022 - 2023 • 1 year

Rogers, AR

XLT Management Services

2021 - 2022 • 1 year

Lombard, IL

Bass Pro Shop

2021 - 2022 • 1 year

Rogers, AR

Tillotson Law Firm

2020 - 2021 • 1 year

Dallas, TX

Unemployed

2020 - 2020 • 1 year

Malvern, AR

Arkansas Athletic Department

2019 - 2021 • 2 years

Fayetteville, AR

Dicks Sporting Goods

2019 - 2020 • 1 year

Hot Springs, AR

Unemployed

2018 - 2019 • 1 year

Malvern, AR

Sonic

2018 - 2018 • 1 year

Hot Springs, AR

Clements Roofing

2016 - 2018 • 2 years

Malvern, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ledly J

Series 65, JD

Little Rock, AR

Caprock Wealth Management

Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.

Trust structures (GRAT, IDGT, revocable) Business succession planning General estate planning guidance Multi-generational wealth transfer Inheritance planning Founder/Business Owner Attorney Oil & Gas Self-Employed Dentist Christian Faith Based Baby Boomers (Born 1946-1964) Intergenerational Families Sandwich Generation Established Professionals
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Adam R

Series 65, Series 63

Little Rock, AR

Rainbrook Capital LLC

Adam Raines is a financial advisor at Rainbrook Capital LLC in Little Rock, Arkansas, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has spent 18 years at Stephens Inc. Rainbrook Capital provides discretionary investment management, holistic financial planning, and qualified retirement plan consulting to individuals, high-net-worth households, families, and plan sponsors. The firm employs diversified asset allocation and a combination of fundamental, technical, bottom-up, and top-down analysis, following Modern Portfolio Theory principles, and offers specialized retirement and pension plan consulting, including fiduciary services under ERISA.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Active portfolio management

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Active portfolio management Passive / index investing Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder and principal of Summerhill & Co., LLC, with eight years of experience in investment advisory services. He previously worked for The Stephens Group, LLC for eleven years. In addition to investment advisory, Summerhill provides accounting, tax, consulting, and advisory services as a licensed CPA. Summerhill & Co. offers discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, utilizing proprietary model portfolios primarily comprised of exchange-traded funds, supplemented as appropriate with mutual funds, stocks, bonds, or MLPs. The firm integrates ongoing CPA-style accounting and tax services alongside investment management, a combination that is rare among independent advisors.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
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