FORTY THREE EIGHTEEN ADVISORS, LLC

Adviser information for FORTY THREE EIGHTEEN ADVISORS, LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Arkansas, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 139 $105.7M
Non-Discretionary 0 $0
Total 139 $105.7M

Clients

Type Number RAUM
Individuals 23 $13.6M
HNW Individuals 17 $83.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $7.0M
Charitable organizations <5 $2.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesPerformance-based fees

Identifiers

SEC RIA File Number 801-129865
SEC ERA File Number 801-129865
SEC CIK Numbers None
SEC CRD Numbers 157712
Legal Entity Identifier None

Principal Office

1202 NE MCCLAIN RD
BENTONVILLE
AR
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 479-254-9400, Fax: 479-696-7899

Chief Compliance Officer

MEL PARKS
MANAGING MEMBER
1202 NE MCCLAIN RD
BENTONVILLE
AR
United States
Tel: 479-254-9400
Fax: 479-696-7899
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PARKS, JACK, MELTON Individual MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 04/2011 > 75%

No. Employees, Historic

1050202420251 on 3/8/2024

RAUM, Historic

200M100M020242025105656862 on 3/8/2024

No. Clients, Historic

502502024202544 on 3/8/2024