RIA Intel›Advisers›Arkansas›EAGLE VALLEY WEALTH MANAGEMENT LLC

EAGLE VALLEY WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account

$69K

across 8 accounts

AUM per adviser

$552K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$552K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$552K

Discretionary AUM$552K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

1 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in AR

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

HOFFMAN CAPITAL MANAGEMENT, LLC

$597K

NEW DAY WEALTH MANAGEMENT, LLC

RUSSELLVILLE, AR

$355K

MCGEHEE CAPITAL MANAGEMENT, INC

$233K

CROSSCURRENT WEALTHMANAGEMENT, LLC

$1M

SONSHIP CREATIONS, LLC D/B/A ECHO COLLABORATIVE

BENTONVILLE, AR

$1M

Get the full picture on EAGLE VALLEY WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EAGLE VALLEY WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans