Dickinson Barnum Investment Management, LLC
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About
Dickinson Barnum provides discretionary investment management to individual clients, primarily affluent and high‑net‑worth private investors, through ongoing portfolio implementation, monitoring and rebalancing. Services include development of an Investment Policy Statement, manager selection and continuous oversight using a mix of individual equities, fixed income, mutual funds and ETFs custodied at major custodians such as Charles Schwab.
The firm follows a generally value‑biased, fundamental analysis approach and constructs customized portfolios to match each client’s objectives and risk profile, with periodic rebalancing and monthly monitoring. It also conducts due diligence on third‑party investment managers and may consolidate execution for qualified accounts; in certain circumstances the firm can execute trades through Purshe Kaplan Sterling Investments (PKS) for client assets custodied at Schwab.
Noteworthy differences from many peers include the principals’ registered‑representative relationship with PKS and the firm’s ownership ties to two other investment‑management entities, which create potential conflicts the firm discloses and addresses through its Code of Ethics and written policies. In addition, the advisers maintain separate insurance licenses and have various non‑advisory business interests (real estate and operating entities), and the firm does not offer standalone financial planning services.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001+: 1.00%
Fee-only: Fee-only advisor; fees charged as percentage of AUM, no commissions or other compensation from product sponsors or third parties.
Main office
1024 West Court St, Suite A
Paragould AR 72450
Advisors at this office
2
Most active in
Arkansas · Missouri
Also doing business as
Dickinson Barnum Investment Management, LLC · Dickinson Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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.
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.
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