Firm
Lathrop Investment Management Company
Little Rock, Arkansas
Fee-only
Lathrop Investment Management Company at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 5 employees and 229 individual clients, 150 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 836 accounts).
Facts
| Based in | Little Rock, Arkansas |
|---|---|
| Website | limc.com |
| [email protected] | |
| Phone | (501) 227-4930 |
Lathrop Investment Management Company fees
Lathrop Investment Management Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 79 |
| High-net-worth clients | 150 |
| Accounts managed | 836 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-131853) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 334458 |