The Arkansas Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Arkansas Financial Group provides fee-based wealth management and financial planning to individuals (including high‑net‑worth clients), as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Its services include discretionary portfolio management, preparation of investment policy statements, and ongoing financial planning and consulting engagements.
AFG’s investment philosophy is grounded in Modern Portfolio Theory and Behavioral Finance, and the firm has used portfolio‑optimization software since 1992 to set asset allocations tied to each client’s stated loss tolerance and IPS. Portfolios are implemented primarily with mutual funds, ETFs and fixed‑income instruments, managed on a discretionary basis with conditional rebalancing (a 25% variance trigger) and occasional use of individual securities or options for tax or client‑specific reasons.
Notable operational features include the firm’s documented practices around borrowing against client assets (margin and pledged‑asset loans), with disclosures about the risks and potential conflicts and a stated preference to limit such borrowing to short‑term purposes rather than for market leverage. AFG also maintains a Young Professional/Physician‑in‑Training fee program, uses account aggregation platforms, and has formal policies governing limited use of AI tools and other vendor relationships.
Client services
Expertise
Demographic focus
Fee options
$0 - $249,999.99: 0.90% $250,000 - $499,999.99: 0.78% $500,000 - $999,999.99: 0.56% $1,000,000 - $2,499,999.99: 0.40% $2,500,000 - $4,999,999.99: 0.30% $5,000,000+: 0.25%
Hourly rates range from $50 to $350 per hour for extraordinary financial planning or consulting services.
Minimum fee: $600 minimum annual Core Financial Planning fee; $1,200 minimum annual investment management fee Fee-only: Wealth management fees which include core financial planning fee and investment management fee; fees are fee-only and no commissions are accepted.
Main office
1001 N. University, Suite 200
Little Rock AR 72207
Advisors at this office
5
Most active in
Alabama · Arkansas · California · Colorado · Florida · Louisiana · Michigan · Ohio · Texas
Also doing business as
Arkansas Financial Group, Inc. · The Arkansas Financial Group, 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.
Quick links
Advisors at this firm
John B
CFP®, Series 66
Little Rock, AR
The Arkansas Financial Group, Inc.
John Broadwater Jr. is a CFP® with 27 years of industry experience and has been with The Arkansas Financial Group, Inc. in Little Rock, AR for 17 years. Prior to joining the firm, he worked at the University of Arkansas for Medical Sciences for over three decades. The Arkansas Financial Group provides fee-based wealth management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an investment approach grounded in Modern Portfolio Theory and Behavioral Finance, using portfolio-optimization software to tailor asset allocations to clients’ loss tolerance and investment policy statements.
Mary M
CFP®, Series 65
Little Rock, AR
The Arkansas Financial Group, Inc.
Mary Mccraw is a CFP® professional with 23 years of industry experience. She has been with The Arkansas Financial Group, Inc. in Little Rock, AR since 2008. The Arkansas Financial Group provides fee-based wealth management and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses a disciplined investment approach grounded in Modern Portfolio Theory and Behavioral Finance, employing portfolio-optimization software and discretionary management with a focus on tailored asset allocations and risk controls.
Kristina B
CFP®, PFS™
Little Rock, AR
The Arkansas Financial Group, Inc.
Kristina Bolhouse is a CFP® and PFS™ with 24 years of experience in financial advising. She has been with The Arkansas Financial Group, Inc. since 1999. The Arkansas Financial Group provides fee-based wealth management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and Behavioral Finance, using portfolio-optimization software and primarily managing portfolios with mutual funds, ETFs, and fixed-income instruments on a discretionary basis.
Fredrick A
CFP®, ChFC®, Series 63
Little Rock, AR
The Arkansas Financial Group, Inc.
Fredrick Adkins III is a CFP® and ChFC® with 41 years of industry experience. He has been with The Arkansas Financial Group, Inc. since 1982. The Arkansas Financial Group provides fee-based wealth management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is grounded in Modern Portfolio Theory and Behavioral Finance, employing portfolio-optimization software and primarily using mutual funds, ETFs, and fixed-income instruments managed on a discretionary basis.
Jacob S
CFP®
Little Rock, AR
The Arkansas Financial Group, Inc.
Jacob Spradlin is a CFP® professional with one year of industry experience, currently serving at The Arkansas Financial Group, Inc. in Little Rock, AR. Prior to this, he held roles at Pacific Premier Bank, Centennial Bank, Northwestern Mutual, and the University of Central Arkansas. The Arkansas Financial Group provides fee-based wealth management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm applies Modern Portfolio Theory and Behavioral Finance in its investment approach, utilizing portfolio-optimization software and managing portfolios primarily with mutual funds, ETFs, and fixed-income instruments on a discretionary basis.
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