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Ifrah Financial Services, Inc.

Updated today

Client AUM

$442,184,591

Clients

555

Advisors

9

of 14 employees

About

Ifrah Financial Services is a team-based SEC-registered adviser serving individual and high-net-worth clients as well as retirement plans, trusts, and businesses. The firm offers investment supervisory services, model portfolio management, financial planning, and consulting, and provides participant-directed 401(k) services for plan sponsors.

The firm manages discretionary accounts using a mix of model allocations—including multi-strategy FolioAdvantage and iFocus models—and custodial platforms at both Goldman Sachs Custody Solutions and Charles Schwab. Investment selection blends passive ETF core holdings with actively managed folios, quantitative rankings, and technical screening, and accounts are reviewed periodically and monitored for alignment with client objectives.

Compared with many peers, Ifrah publishes a regular market commentary for clients and posts it on its website, and one of its representatives also provides tax-preparation services in a separate, licensed CPA capacity; the firm discloses this affiliation and the potential conflict of interest. The adviser also integrates third-party managers and retirement-plan services into its offerings, which may be relevant for clients seeking coordinated investment and plan-level advice.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting

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Fee options

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.30% annually $2,500,001 - $5,000,000: 1.15% annually $5,000,001 - $10,000,000: 1.00% annually Greater than $10,000,000 - Negotiable: Negotiable

Project-based

$250 per hour for Financial Planning and Consulting Services

Other

Fee-only: Advisory fees negotiated; no commissions or 12b-1 fees received by firm

Main office

17300 Chenal Parkway, Suite 150

Little Rock AR 72223-5876

Advisors at this office

9

Most active in

Arkansas · California · Colorado · Florida · Illinois · Louisiana · Nebraska · New York · Oklahoma · Tennessee · Texas

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

Francis K

CFP®, Series 63, Series 65

Little Rock, AR

Ifrah Financial Services, Inc.

Francis Kelly is a CFP® with over 41 years of experience in the financial industry, currently serving at Ifrah Financial Services, Inc. since 2006. He is also the owner of two solar-related businesses, providing consulting and marketing services for a local solar installer and managing a solar farm. Ifrah Financial Services offers investment supervisory and portfolio management services to individuals and institutions, utilizing model-based multi-strategy programs and a combination of passive and active investment approaches.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
user avatar

Patrick (Aka Patrice) I

Series 63

Little Rock, AR

Ifrah Financial Services, Inc.

Patrick (Aka Patrice) Ifrah is a financial advisor at Ifrah Financial Services, Inc. in Little Rock, AR, with 33 years of industry experience. He has been with Ifrah Financial Services since 2006. The firm provides investment supervisory and portfolio management services primarily to individual clients as well as institutions such as businesses, trusts, estates, and retirement plans. Ifrah Financial Services uses model-based multi-strategy programs and separately managed accounts combining passive ETFs with active management and quantitative, fundamental, and technical analysis.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
user avatar

Robert H

CFP®, Series 63, Series 65

Little Rock, AR

Ifrah Financial Services, Inc.

Robert Harris III is a CFP® professional with 30 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. He is based in Little Rock, AR, and holds Series 63 and Series 65 licenses. Ifrah Financial Services is a team-based SEC-registered adviser serving individual and high-net-worth clients, as well as retirement plans, trusts, and businesses. The firm provides investment supervisory services, model portfolio management, financial planning, and consulting, employing a blend of passive and active investment strategies monitored for alignment with client objectives.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
user avatar

Micah B

CFP®, Series 63, Series 65

Little Rock, AR

Ifrah Financial Services, Inc.

Micah Brown is a CFP® with 30 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. Prior to that, he worked for Hutchinson Financial, Inc. for 10 years. Ifrah Financial Services is a team-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, and businesses. The firm combines passive ETF core holdings with actively managed folios and quantitative methods, offering investment supervisory services, financial planning, and participant-directed 401(k) services.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
user avatar

John K

CFP®, Series 63

Little Rock, AR

Ifrah Financial Services, Inc.

John Kelly is a CFP® with 28 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. He is Vice President of the American Foundation for Judicial Accountability, a nonprofit focused on promoting awareness of the judicial rating system. Kelly is also part owner of Longhills Wine and Spirits, where he oversees sales and operations. Ifrah Financial Services provides investment supervisory and portfolio management services to individuals and institutions, employing model-based multi-strategy programs and separately managed accounts. The firm offers financial planning, consulting, and retirement plan advisory services, with a focus on combining passive and active investment approaches.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
user avatar

Kyle P

CFP®, Series 63, Series 65

Little Rock, AR

Ifrah Financial Services, Inc.

Kyle Pitts is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Ifrah Financial Services, Inc. in Little Rock, AR since 2006. Outside of his advisory role, Kyle occasionally provides talent for movies, commercials, corporate videos, and other entertainment projects through The Agency Inc. Ifrah Financial Services offers investment supervisory and portfolio management services to individual and institutional clients, utilizing model-based multi-strategy programs and separately managed accounts. The firm also provides financial planning, consulting, and retirement plan advisory services.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
user avatar

Douglas S

CFP®, Series 63

Little Rock, AR

Ifrah Financial Services, Inc.

Douglas Spencer is a CFP® with 28 years of industry experience and has been with Ifrah Financial Services, Inc. in Little Rock, AR since 2006. He also owns and operates a CPA practice, Douglas J. Spencer CPA, PA, providing accounting and tax services. Spencer has worked as a CPA since 1985. Ifrah Financial Services offers investment supervisory and portfolio management services to individual clients and institutions, utilizing model-based multi-strategy programs and separately managed accounts that combine passive ETFs with active management and quantitative, fundamental, and technical screening. The firm also provides financial planning, consulting, and retirement plan advisory and education services.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
user avatar

James E

Series 63, Series 65

Little Rock, AR

Ifrah Financial Services, Inc.

James Erwin Jr. is a financial advisor with Ifrah Financial Services, Inc. in Little Rock, AR. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 20 years with Ifrah Financial Services. Outside of his advisory role, Erwin serves as vice president of Promotional Ideas, Inc., a logo wear company. Ifrah Financial Services is a team-based SEC-registered adviser serving individual and high-net-worth clients, retirement plans, trusts, and businesses. The firm provides investment supervisory services, model portfolio management, financial planning, and participant-directed 401(k) services, combining passive ETFs with actively managed folios and quantitative screening across custodial platforms at Goldman Sachs and Charles Schwab.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
user avatar

Stephen D

CFP®, Series 63

Little Rock, AR

Ifrah Financial Services, Inc.

Stephen Desalvo is a CFP® with 34 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. In addition to his financial advisory role, he holds officer positions in several businesses, including PS Foods, Inc., Pancake Shop, Inc., and EvenKeel, Inc. Ifrah Financial Services provides investment supervisory and portfolio management services to individual clients and institutions, utilizing model-based multi-strategy programs and separately managed accounts that combine passive ETFs with active management and quantitative, fundamental, and technical analysis.

Passive / index investing Active portfolio management Factor investing / smart beta Tax-loss harvesting
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