Dickinson Barnum Investment Management, LLC

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Client assets under management

$69,912,500

Clients

323

9% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

162

Very High

Average account size

$216,447

About

The firm provides discretionary portfolio management and comprehensive financial planning to individual and high‑net‑worth clients, offering ongoing monitoring, implementation, and customized investment plans. It manages roughly $69.9 million across about 323 client accounts, supported by two advising principals operating from a single office.

Investment decisions are guided by client‑specific investment policy statements, fundamental analysis and a generally value‑biased methodology, with portfolios typically constructed from individual equities, fixed income, mutual funds and ETFs and, when appropriate, allocations to independent managers. Accounts are monitored and rebalanced as needed, the firm commonly recommends custody at Charles Schwab, and it discloses the ability to execute certain trades through its advisors’ broker‑dealer arrangement for qualified clients.

What distinguishes the firm from many peers is that its advisors are also registered representatives of a broker‑dealer and the firm is affiliated with other investment‑management entities (it is wholly owned by two related LLCs), both of which the brochure flags as potential sources of conflict. The advisers also maintain other outside business activities (including insurance licensing and various private business interests) and the brochure explains that, while advisory fees are billed to clients, advisors may receive transaction‑related compensation in their separate broker‑dealer capacity and clients are under no obligation to use those services.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001+: 1.00%

Other

Fee-only: Fee-only advisor, compensated solely by clients based on assets under management.

Main office location

Dickinson Barnum Investment Management, LLC

1024 West Court St, Suite A

Paragould AR 72450, United States

Number of offices

Most active in

Arkansas · Missouri

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 870-240-8080

Advisors at this firm

Timothy B

Series 63, Series 66

Paragould, AR

Dickinson Barnum Investment Management, LLC

Timothy Barnum is a financial advisor with Dickinson Barnum Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including 15 years at Purshe Kaplan Sterling Investments and Dickinson Barnum Investment Management. Outside of his advisory role, he is a board member of the Kiwanis Club of Paragould, Arkansas, and is involved in a speculative homebuilding business. Dickinson Barnum Investment Management, LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, personal trusts, and estates. The firm manages approximately $60 million and employs a value-biased investment approach with customized portfolios that include equities, fixed income, mutual funds, and ETFs.

Wealth management

Christopher D

Series 63, Series 65

Paragould, AR

Dickinson Barnum Investment Management, LLC

Christopher Dickinson is a financial advisor with Dickinson Barnum Investment Management, LLC in Paragould, Arkansas. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to founding Dickinson Barnum, he has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of his advisory role, he co-owns a hunting club and serves on the board of the Arkansas State Police Foundation. Dickinson Barnum Investment Management, LLC is a state-registered adviser that provides active discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as personal trusts and estates. The firm employs a value-biased investment approach based on fundamental analysis and manages roughly $60 million across several hundred client relationships.

Wealth management

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