Corkern & Co., Inc. logo

Corkern & Co., Inc.

Updated today

Client assets under management

$144,682,659

Clients

81

100% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

20

Low

Average account size

$1,786,206

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

Financial planning Portfolio management

Expertise

Wealth management Charitable giving & philanthropy General estate planning guidance Debt management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Project-based

Hourly consulting at $275 per hour; Litigation support at $325 per hour.

Other

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 location

Corkern & Co., Inc.

2300 Andover, Suite 100

Little Rock AR 72227-3992, United States

Number of offices

1

Most active in

Arkansas · Wyoming

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

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, Arkansas, holding Series 63 and Series 65 designations with two years of industry experience. She has prior experience with Barry M. Corkern & Company since 1987. Corkern & Co. provides comprehensive 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, combining portfolio management with tax, debt, estate, and charitable planning.

Wealth management Charitable giving & philanthropy General estate planning guidance Debt management
user avatar

Lawson C

Series 63, Series 65

Little Rock, AR

Corkern & Co., Inc.

Lawson Corkern is a financial advisor at Corkern & Co., Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2023. Corkern & Co., Inc. provides wealth management services primarily to high-net-worth individuals, families, trusts, and institutional clients, overseeing approximately $162 million in assets. The firm employs a non-discretionary approach to portfolio management based on Modern Portfolio Theory, combining investment strategies with tax, debt, estate, and charitable planning.

Wealth management Charitable giving & philanthropy General estate planning guidance Debt management
user avatar

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.

Wealth management Charitable giving & philanthropy General estate planning guidance Debt management
user avatar

Laquita N

Series 65

Little Rock, AR

Corkern & Co., Inc.

Laquita Neal is a financial advisor with Corkern & Co., Inc. in Little Rock, AR, holding a Series 65 designation and 18 years of industry experience. She has been with Barry M. Corkern & Co., Inc. since 2004. Corkern & Co. provides private, multi-generational wealth management primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a non-discretionary investment approach based on Modern Portfolio Theory, combining portfolio management with comprehensive planning services in tax, debt, estate, and charitable areas.

Wealth management Charitable giving & philanthropy General estate planning guidance Debt management
Warmer team member

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.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

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")