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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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Brad S

CFP®

Little Rock, AR

Caprock Wealth Management

I'm Brad Smith, and I founded Capital Rock Wealth Management because I believed the people I wanted to serve deserved something the industry too rarely delivers: honest, personalized advice from someone who is genuinely on their side. Not a product. Not a pitch. A plan built around their life. I'm a CERTIFIED FINANCIAL PLANNER™ professional based in Little Rock, Arkansas, and I work primarily with families and business owners who want to retire well — and tax-efficiently — without feeling like they're being sold something along the way. If you've ever sat across from an advisor and walked away wondering whether the advice was really about you or really about their commission, you already understand why Capital Rock exists. Capital Rock Wealth Management was born from a simple idea: everyone has different goals in life, and everyone deserves a plan tailored to actually accomplish them. Life doesn't follow a template, and your financial plan shouldn't either. The family preparing to send kids to college while caring for aging parents has different needs than the business owner weighing whether to sell, and both have different needs than the couple five years from retirement trying to figure out how to turn a lifetime of savings into a paycheck that lasts. Treating all of those people the same — same questionnaire, same model portfolio, same script — does them a disservice. As a fiduciary, I'm obligated to put your interests first, and I built the firm so that obligation isn't just a legal box to check but the way we actually operate. The advice I give is unbiased. The planning is comprehensive. And the relationship is ongoing, not a once-or-twice-a-year check-in. What can you expect from me? Plain language, not jargon. Advice that makes sense to you, because a plan you don't understand isn't one you'll stick with. A fiduciary who is paid to advise you well, not to move product. And a steady, ongoing relationship — someone who picks up the phone, knows your situation, and is thinking about your future even when you're not in the room. I started Capital Rock to be the kind of advisor I'd want for my own family: competent, trustworthy, and genuinely invested in the people I serve. If that's the kind of partnership you've been looking for, I'd be glad to talk. Bring your questions and what you're working toward. The rest of my story I'll happily share when we sit down together.

Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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