RIA Intel›Advisers›West Virginia›ARTHUR, JOHN ERIC

ARTHUR, JOHN ERIC

Advisory

HURRICANE, WV

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account

$228K

across 67 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WV

Closest by assets under management. All figures from Form ADV.

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV

$13M

STONE CAPITAL MANAGEMENT, INC.

$18M

APPALACHIAN ASSET MANAGEMENT

$25M

RETIREMENT PLANNING CONSULTANTS INC

SOUTH CHARLESTON, WV

$27M

JACOBS & COMPANY

$29M

WNA WEALTH MANAGEMENT, LLC

$32M

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