Investment adviser · CRD 165374
KERNODLE & KATON TAX AND ASSET MANAGEMENT GROUP
Investment adviser filing (IA)
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC
SEARCY, AR, United States · Form ADV filed Mar 10, 2017
- Regulatory AUM
- $181M Form ADV · Item 5.F
- Client accounts
- 876 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
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: Mar 10, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
515 S. MAIN STREETSEARCY, AR, 72143, United States
CRD 165374
Filing source
Form ADV 1074610 · Mar 10, 2017 · 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.