RIA Intel›Advisers›Arkansas›EGP WEALTH MANAGEMENT, LLC

EGP WEALTH MANAGEMENT, LLC

Advisory

NORTH LITTLE ROCK, AR

Data as of Aug 24, 2026 · Source: SEC Form ADV

Average account

$278K

across 176 accounts

AUM per adviser

$12M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$49M

Discretionary AUM$9M

Non-Discretionary AUM$40M

Discretionary %17.5%

Total Clients99

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, TX, VA

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

99 clients

15 high-net-worth

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

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Advisers of similar size in AR

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

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CONGER WEALTH MANAGEMENT

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DATAPATH INVESTMENT ADVISORS, INC.

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$50M

PALADIN CAPITAL INC.

$47M

CIC INVESTMENT CONSULTANTS, LLC

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