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Advisor

Andrew Lagrone

Lathrop Investment Management Company · Little Rock, Arkansas

Andrew Lagrone is a fee-only financial advisor at Lathrop Investment Management Company in Little Rock, Arkansas, who holds the CFA credential. Lathrop Investment Management Company reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Facts

FirmLathrop Investment Management Company
Based in Little Rock, Arkansas
Fee model (firm's Form ADV)Percentage of assets
Assets under management$1.01B across 836 accounts
CredentialsCFA
SEC registration Investment adviser representative in AR, TX · CRD 1618692
Exams passedSeries 63 (1987) · Series 65 (1999)
Firm size5 employees
Disclosures None reported
Websitewww.limc.com
LinkedInProfile

How Andrew's firm compares

  • Lathrop Investment Management Company's average account is about $1.2 million, from its Form ADV (assets managed divided by 836 accounts).

What fee-only advisors charge

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Questions about Andrew

Is Andrew Lagrone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Lathrop Investment Management Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Andrew charge for financial advice?

Andrew's firm, Lathrop Investment Management Company, reports charging a percentage of assets on its SEC Form ADV.

Where is Andrew Lagrone based?

Andrew Lagrone is based in Little Rock, Arkansas.

What credentials does Andrew Lagrone hold?

Andrew Lagrone holds the CFA credential.

Is Andrew Lagrone registered with the SEC?

Yes. Andrew Lagrone is registered as an investment adviser representative in AR and TX (CRD 1618692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Lathrop Investment Management Company manage?

Lathrop Investment Management Company reports $1.01B across 836 accounts in assets under management.

How do I contact Andrew Lagrone?

Through Andrew's website, www.limc.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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