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Reading the graph
CRD 110379
FAYETTEVILLE, AR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JANET DENISE ANDERSON | n/a | FAYETTEVILLE, AR | 21 | 24 | 2 | no |
| GEORGE BROCKMANN GEARHART | Chartered Financial Analyst | FAYETTEVILLE, AR | 18 | 21 | 1 | no |
| Corbin Carlisle Foster | n/a | FAYETTEVILLE, AR | 11 | 12 | n/a | no |
| Jett T Moore | Certified Financial Planner | FAYETTEVILLE, AR | 10 | 11 | n/a | no |
| LISA ANN BROWN | Certified Financial Planner | FAYETTEVILLE, AR | 10 | 23 | 1 | no |
| JOHANN KASPER KOMANDER | n/a | FAYETTEVILLE, AR | 7 | 16 | n/a | no |
| Damon Allen Akin | n/a | FAYETTEVILLE, AR | 5 | 13 | n/a | no |
| Madison Virginia Blalock | Certified Financial Planner | FAYETTEVILLE, AR | 4 | 14 | n/a | no |
| Jon Madison Fagg | n/a | FAYETTEVILLE, AR | 2 | 10 | n/a | no |
| WILLIAM HEARD STODDARD | n/a | FAYETTEVILLE, AR | 2 | 33 | 3 | no |
| SHAWN SCOTT ALANIZ | Chartered Financial Analyst | FAYETTEVILLE, AR | 1 | 29 | 2 | no |
| Austin M Wagstaff | n/a | FAYETTEVILLE, AR | 1 | 10 | n/a | no |
| Mason Storey Lane | n/a | FAYETTEVILLE, AR | 1 | 12 | n/a | no |
| ELLEN MAXINE MASTERS | n/a | FAYETTEVILLE, AR | 1 | 13 | 2 | no |
| Lindsey Charles | n/a | FAYETTEVILLE, AR | 0 | 11 | n/a | no |
| Corbin P Harris | n/a | FAYETTEVILLE, AR | 0 | 11 | n/a | no |
| Jacob Christopher Berta | n/a | FAYETTEVILLE, AR | 0 | 10 | n/a | no |
| Avery Jacobs | n/a | FAYETTEVILLE, AR | 0 | 10 | n/a | no |
| CHRISTOPHER HARDY | n/a | FAYETTEVILLE, AR | 0 | 10 | 1 | no |
| Ann Catherine Parette | n/a | FAYETTEVILLE, AR | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GG Z SPV 1, LLC | Private Equity Fund | $5.2M | Jul 24, 2026 | 47 | Mar 17, 2023 | reported | 021-1924160 |
| GG CT SPV 1, LLC | Real Estate Fund | $1.5M | Dec 11, 2024 | 27 | Mar 17, 2023 | dropped | 021-1930981 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GEARHART, GEORGE, B | CHIEF EXECUTIVE OFFICER COMPLIANCE OFFICER | Na | yes | 04/2013 | Jul 24, 2026 | Jul 24, 2026 |
| GG RIA HOLDCO, LLC | Member | E | yes | 11/2025 | Jul 24, 2026 | Jul 24, 2026 |
| GEARHART, GEORGE, B | Trustee | F | yes | 06/2019 | Dec 14, 2011 | Dec 11, 2024 |
| Gearhart, Lindsey, Marie | Trustee | F | yes | 06/2019 | May 6, 2020 | Dec 11, 2024 |
| Epp, Donald, James | CHIEF OPERATING OFFICER | Na | no | 07/2026 | Jul 24, 2026 | Jul 24, 2026 |
| BROWN, LISA, ANN | PRESIDENT AND CHIEF COMPLIANCE OFFICER | Na | no | 03/2020 | Mar 24, 2020 | Dec 11, 2024 |
| GEARHART FAMILY TRUST | Trust | E | no | 06/2019 | Mar 24, 2020 | Dec 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| RACHEL PROCTOR | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Rogers | Ar | United States | 8 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $2.0B | $2.0B | 26 | 14 | 2 | 1 | n/a |
| 2024 | Mar 7, 2025 | $1.6B | $1.6B | 23 | 11 | 1 | 2 | n/a |
| 2023 | Mar 18, 2024 | $1.1B | $1.1B | 15 | 8 | 1 | 2 | $4.6M |
| 2022 | Mar 17, 2023 | $878M | $878M | 16 | 8 | 1 | 2 | $4.6M |
| 2021 | Mar 21, 2022 | $844M | $844M | 12 | 7 | 1 | n/a | n/a |
| 2020 | Mar 30, 2021 | $604M | $604M | 11 | 6 | 1 | n/a | n/a |
| 2019 | Mar 24, 2020 | $513M | $513M | 11 | 6 | 0 | n/a | n/a |
| 2018 | Dec 19, 2018 | $463M | $463M | 11 | 6 | 0 | n/a | n/a |
| 2017 | Dec 14, 2017 | $384M | $384M | 12 | 6 | 0 | n/a | n/a |
| 2016 | Dec 22, 2016 | $300M | $300M | 13 | 7 | n/a | n/a | n/a |
| 2015 | Dec 1, 2015 | $260M | $260M | 12 | 5 | n/a | n/a | n/a |
| 2014 | Dec 9, 2014 | $257M | $257M | 11 | 5 | n/a | n/a | n/a |
| 2013 | Dec 10, 2013 | $216M | $216M | 10 | 5 | n/a | n/a | n/a |
| 2012 | Nov 29, 2012 | $169M | $169M | 10 | 6 | n/a | n/a | n/a |
| 2011 | Dec 14, 2011 | $160M | $160M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.6B | 20.5% | $878M | 31.0% | 26 | 23 | 2 | 1 |