A complete list of active advisors currently associated with 5thn Financial LLC
Warmer can help you find a great advisor at 5thn Financial LLC or one who fits your needs even better.
The firm provides ongoing, discretionary portfolio management to individuals, trusts, organizations and other registered investment advisers, using a percentage-of-assets billing model. It operates as a solo advisory practice and states that it does not sell annuities, insurance, or other commission-based products. Investment decisions are guided by Modern Portfolio Theory and conditional value-at-risk concepts, with portfolios positioned on an efficient frontier tailored to each client’s constraints. The firm uses proprietary statistical, machine-learning methods to generate forward predictions and implements trades through Interactive Brokers, including trade aggregation when appropriate. A notable distinction is that the firm offers NASAA‑approved continuing education courses for registered representatives and markets proprietary digital services and portfolio‑management software to other advisory firms — activities that are uncommon for a one‑advisor independent shop. The adviser also emphasizes an academic, engineering background and advanced coursework in machine learning and computational finance as the basis for its quantitative, model‑driven approach, and it reports modest assets under management and a very small client base while declining third‑party and performance‑based compensation.
To learn more about the advisors currently working at 5thn Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Russellville, AR
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")