C & S Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,129,748
Clients
30
Advisors
2
across 2 offices
About
C & S Capital Management serves individual clients, including high‑net‑worth households, with personalized portfolio management services. The firm reports two advisory representatives, approximately 28 clients and about $34.5 million in assets under management, and uses percentage‑of‑AUM fees as its primary billing method.
The firm’s brochure describes its methods of analysis, investment strategies and the risks of loss, and it indicates the use of discretionary portfolio management with regular account reviews. It also discloses standard operational matters such as custody arrangements, trading practices and a code of ethics that govern personal trading and potential conflicts.
Compared with many peer firms in the supported category, C & S operates at a smaller asset and client scale, which may result in a different advisor‑to‑client dynamic than larger firms. The brochure also includes a section on performance‑based fees and side‑by‑side management as well as disclosures about other financial industry activities and affiliations, topics that are less commonly addressed in detail by small advisory firms focused on individual clients.
Client services
Fee options
Fixed fees for financial plans, typically $2,500 to $5,000 depending on complexity.
$0 - $1,000,000: 1.25% $1,000,000+: 1.00%
$250 per hour for financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Advisory fees based on assets under management, tiered as 1.25% for assets under $1,000,000 and 1.00% for assets $1,000,000 and above.
Main office
See office6156 Highway 7
Bismarck AR 71929
Advisors at this office
1
Offices (2)
Most active in
Arkansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kyle O
Series 65
Bismarck, AR
C & S Capital Management, Inc.
Kyle Overturf is a financial advisor at C & S Capital Management, Inc. in Bismarck, AR, holding a Series 65 designation with six years of industry experience. Prior to his advisory role, he worked for Southern Glazers Wine & Spirits for eight years. He is also Vice President of C & S Business Services, a bookkeeping business unrelated to investments. C & S Capital Management serves individual clients, including high-net-worth households, providing personalized portfolio management with discretionary account oversight. The firm manages approximately $34.5 million in assets across about 28 clients.
Michael O
Series 65
Little Rock, AR
C & S Capital Management, Inc.
Michael Overturf is a financial advisor at C & S Capital Management, Inc. in Little Rock, AR, holding a Series 65 designation with 21 years of industry experience. He has been with C & S Capital Management since 2000. Outside of advisory work, he serves as president of C & S Business Services, a bookkeeping company. C & S Capital Management provides personalized portfolio management services to individual and high-net-worth clients. The firm employs discretionary portfolio management with regular account reviews and operates at a smaller scale with approximately 28 clients and $34.5 million in assets under management.
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