DFX Intelligence
This firm's name
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant in Arkansas
unclassified· AR
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Arkansas Public Employees Retirement System (APERS) Specialist consultantthrough Jun 30, 2025 ACFR
Other roles
1 allocator
- Southwest Power Pool, Inc. Retirement Plan Trusteethrough Dec 31, 2022
Schedule C rows
3 rows, $883,725 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Southwest Power Pool, Inc. Retirement Plan | 2024 | 28 | NONE | $330,642 |
| Southwest Power Pool, Inc. Retirement Plan | 2023 | 21 | NONE | $276,358 |
| Southwest Power Pool, Inc. Retirement Plan | 2022 | 21 | NONE | $276,725 |
What changed
- with this firmaskebsa.dol.gov