Corkern & Co., Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$144,682,659
Clients
81
Advisors
3
of 5 employees
About
Corkern & Co. provides comprehensive private, multi‑generational wealth management to high‑net‑worth individuals, families, trusts and institutional clients, overseeing about $162 million for roughly 80 client relationships. The firm bills advisory services as a percentage of assets under management and combines portfolio management with broader planning areas such as tax, debt, estate and charitable planning.
The firm’s investment process is grounded in Modern Portfolio Theory and uses portfolio optimization software to produce customized asset allocations and written Investment Policy Statements, implementing portfolios primarily with no‑load mutual funds, ETFs and occasional individual securities. Corkern & Co. operates on a non‑discretionary basis—recommending trades, rebalancing and quantitative or qualitative changes but obtaining client authorization before execution—and provides quarterly reporting, back‑testing and “worst‑case” loss analysis.
Noteworthy features include that essentially all client assets are managed on a non‑discretionary basis, a practice that is uncommon among peer firms, and a client mix concentrated on high‑net‑worth and multi‑generational households rather than non‑HNW retail clients. The firm also holds CEFEX certification for fiduciary practices and uses an estate‑planning technology platform (with advisor read‑only visibility) to assist clients in creating and administering estate documents.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Hourly consulting at $275 per hour; Litigation support at $325 per hour.
Fee-only: Fee is based on percentage of assets under management, billed quarterly in arrears; No commissions or markups charged; primarily no-load mutual funds recommended.
Main office
2300 Andover, Suite 100
Little Rock AR 72227-3992
Advisors at this office
3
Most active in
Arkansas · Wyoming
Also doing business as
Barry M. Corkern & Co., Inc. · Corkern & Co., Inc. · Corkern Barry M Advisory Services Inc
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.
Advisors at this firm
Janice C
Series 63, Series 65
Little Rock, AR
Corkern & Co., Inc.
Janice Corkern is a financial advisor at Corkern & Co., Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses with three years of industry experience. She is associated with Barry M. Corkern & Company, which has been operating since 1987. Corkern & Co. provides private, multi-generational wealth management to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process with customized asset allocations and operates primarily on a non-discretionary basis.
Lawson C
Series 63, Series 65
Little Rock, AR
Corkern & Co., Inc.
Lawson Corkern is a financial advisor at Corkern & Co., Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities. Corkern & Co., Inc. provides comprehensive wealth management services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a Modern Portfolio Theory-based investment approach, managing assets primarily on a non-discretionary basis and integrating portfolio management with broader planning areas such as tax, estate, and charitable planning.
Barry C
CFP®, Series 63
Little Rock, AR
Corkern & Co., Inc.
Barry Corkern is a CFP® with over 41 years of industry experience and serves as an advisor at Corkern & Co., Inc. in Little Rock, AR. He has been affiliated with Financial Decisions Institute, Inc. since 1999 and operates his own advisory practice since 1983. Outside of financial advising, he holds board positions with Contour Med, Inc., which specializes in custom breast prosthesis, and Gomba Estates, Ltd., a company based in Tanzania. Corkern & Co. provides private, multi-generational wealth management to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a non-discretionary investment approach based on Modern Portfolio Theory, utilizing portfolio optimization software and primarily no-load mutual funds, ETFs, and select individual securities, with comprehensive planning services including tax, debt, estate, and charitable planning.
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