LITTLE ROCK, ARCRD 318010Latest ADV March 16, 2026
Ipsen Advisor Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 16, 2026, reports $236M in regulatory assets under management, 5 employees, and 1,003 accounts.
Assets Under Management
$236M
Employees
5
Offices
--
Total Clients
337
Primary office
LITTLE ROCK, AR
1701 CENTERVIEW DRIVE, SUITE 121, LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.1% of total clients.
Top client categories% of clientsClients
1
Individuals
86.1%
290
2
HNWI
13.9%
47
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$236Mas of March 16, 2026
Discretionary94.2%
$223M
94% of total RAUM94.2%
Non-discretionary5.8%
$14M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$236M
Total Accounts1,003
10Y AUM Change+$236M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee67:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.