Investment adviser · CRD 104730
CORKERN & CO., INC.
Investment adviser filing (IA)
CORKERN BARRY M ADVISORY SERVICES INC
LITTLE ROCK, AR, United States · Form ADV filed Jan 22, 2026
- Regulatory AUM
- $162M Form ADV · Item 5.F
- Client accounts
- 85 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 81 | $144,682,659 | 89.4% |
| Retirement plans | Fewer than 5 | $15,115,364 | 9.3% |
| Charities | Fewer than 5 | $2,124,126 | 1.3% |
Filing source
Form ADV 2043459 · Jan 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
2300 ANDOVER, SUITE 100LITTLE ROCK, AR, 72227-3992, United States
CRD 104730
Filing source
Form ADV 2043459 · Jan 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.