LITTLE ROCK, ARCRD 42578Latest ADV December 16, 2025
Lieblong & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated December 16, 2025, reports $198M in regulatory assets under management, 4 employees, and 132 accounts.
Assets Under Management
$198M
Employees
4
Offices
--
Total Clients
126
Primary office
LITTLE ROCK, AR
10809 EXECUTIVE CENTER DRIVE, SUITE 117, LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.0% of total clients.
Top client categories% of clientsClients
1
HNWI
54.0%
68
2
Individuals
45.2%
57
3
Pooled Investment Vehicles
0.8%
1
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$198Mas of December 16, 2025
Discretionary100.0%
$198M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$198M
Total Accounts132
10Y AUM Change+$84M (+73.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change-2 (-33.3%)
* 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.