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CRD 8052
LITTLE ROCK, AR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES WINSTON FAULKNER | n/a | Little Rock, AR | 20 | 46 | 1 | yes |
| WILEY KEITH GRUBBS | n/a | Little Rock, AR | 20 | 43 | n/a | yes |
| ANTHONY TODD BRAINERD | n/a | Maumelle, AR | Little Rock, AR | Mountain Home, AR | 14 | 19 | 1 | yes |
| JERRY ALLEN MCKAY | n/a | Rogers, AR | Little Rock, AR | 12 | 45 | n/a | yes |
| BARRY THOMAS BURCH | n/a | Searcy, AR | Little Rock, AR | 12 | 41 | n/a | yes |
| WILLIAM LEE HARPER | n/a | LITTLE ROCK, AR | Little Rock, AR | 12 | 14 | 2 | yes |
| CHARLES TURNER COLEMAN | n/a | Little Rock, AR | 11 | 11 | n/a | yes |
| JAMES EDGAR LILES | n/a | Little Rock, AR | Searcy, AR | 10 | 46 | 1 | yes |
| DEREK ALAN WHITEHEAD | n/a | Little Rock, AR | Conway, AR | 9 | 17 | n/a | yes |
| JOHN MICHAEL BAILEY | n/a | Springdale, AR | Little Rock, AR | 9 | 18 | n/a | yes |
| DAMON CHRISTIAN MEYER | n/a | Little Rock, AR | 9 | 26 | 2 | yes |
| JOSHUA LOWELL PHILLIPS | n/a | Little Rock, AR | 8 | 19 | n/a | yes |
| CARTER PATRICK ROOK | n/a | Little Rock, AR | 8 | 19 | 2 | yes |
| RONALD MATTHEW WYLIE | n/a | Little Rock, AR | Clarksville, AR | 7 | 30 | 1 | yes |
| JAMES STEPHEN JONES | n/a | Little Rock, AR | 6 | 47 | 1 | yes |
| JASON CHILDRESS JENNINGS | n/a | LITTLE ROCK, AR | Searcy, AR | Little Rock, AR | 6 | 10 | 3 | yes |
| CLAYTON JENNINGS PARTRIDGE | n/a | Little Rock, AR | 6 | 10 | n/a | yes |
| MICHAEL NATHAN THARP | n/a | Searcy, AR | Little Rock, AR | 4 | 20 | n/a | yes |
| Spencer Lee Stone | n/a | Little Rock, AR | 3 | 12 | n/a | yes |
| JAMES LOGAN GOULD | n/a | Little Rock, AR | 3 | 11 | n/a | yes |
| GARRISON REED MARSHALL | n/a | Little Rock, AR | 2 | 14 | 1 | yes |
| EMMA CLARE BAIRD | n/a | Little Rock, AR | 2 | 13 | n/a | yes |
| Cole Baggett | n/a | LITTLE ROCK, AR | 1 | 12 | n/a | yes |
| LOGAN JOHN SEIFERT | n/a | Little Rock, AR | 1 | 12 | n/a | yes |
| DAVID A BEHEL | n/a | Searcy, AR | Little Rock, AR | 1 | 22 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEARDSLEY, SCOTT ARTHUR | SECRETARY OF THE BOARD | Na | yes | 01/2022 | Sep 1, 2023 | Jun 26, 2024 |
| BUMPERS, JOSEPH PARROTT | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER | Na | yes | 01/2003 | Sep 1, 2023 | Jun 26, 2024 |
| CLAY, DENNIS CHARLES | CHIEF EXECUTIVE OFFICER, DIRECTOR, EXECUTIVE COMMITTEE | Na | yes | 12/2019 | Sep 1, 2023 | Jun 26, 2024 |
| JONES, JAMES STEPHEN | PRESIDENT, DIRECTOR | Na | yes | 01/2020 | Sep 1, 2023 | Jun 26, 2024 |
| MEYER, DAMON CHRISTIAN | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2022 | Sep 1, 2023 | Jun 26, 2024 |
| RUTLEDGE, JOHN REYNOLDS | 12.240 % OWNER & CHM FIRST SECURITY BANCORP AND CHM OF CREWS CORE HOLDING COMPANY | F | yes | 01/1981 | Sep 1, 2023 | Jun 26, 2024 |
| RUTLEDGE, NATHANIEL THOMAS | 12.686 OWNER FIRST SECURITY BANCORP & BOARD MBR CREWS CORE HOLDING COMPANY BOARD MEMBER | F | yes | 01/2022 | Sep 1, 2023 | Jun 26, 2024 |
| CREWS CORE HOLDING COMPANY | Owner | E | no | 01/2022 | Sep 1, 2023 | Jun 26, 2024 |
| FIRST SECURITY BANCORP | 100% OWNER | E | no | 01/2022 | Sep 1, 2023 | Jun 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CREWS & ASSOCIATES, INC. | n/a | Bd affiliated wealth | $181M | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Searcy | Ar | United States | 2 | yes |
| Clarksville | Ar | United States | 1 | yes |
| Conway | Ar | United States | 1 | yes |
| Maumelle | Ar | United States | 1 | yes |
| MOUNTAIN HOME | Ar | United States | 1 | no |
| Rogers | Ar | United States | 1 | yes |
| Searcy | Ar | United States | 1 | yes |
| Searcy | Ar | United States | 1 | yes |
| Springdale | Ar | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $181M | $0 | 145 | 16 | 9 | n/a | n/a |
| 2024 | Apr 25, 2025 | $149M | $0 | 130 | 20 | 8 | n/a | n/a |
| 2023 | Mar 15, 2024 | $112M | $94.4M | 130 | 16 | 9 | 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 | 1 | 0 | 3.0% | 1 | 0 | 0 | 4 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $181M | $149M | 21.2% | n/a | n/a | 145 | 130 | 9 | 8 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FIRST SECURITY FUND ADVISERS, INC. | 2 | Dec 20, 2018 | Jan 13, 2025 | LITTLE ROCK, AR | Team lift out | Other | 100.0% |