Kernodle & Katon Asset Management Group, LLC (Searcy)


Kernodle & Katon Asset Management Group, LLC is a large advisory firm based in Searcy. It manages $180.86 million of regulatory assets for 876 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arkansas, Louisiana, Missouri, Nebraska, and Texas.

Kernodle & Katon Asset Management Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kernodle & Katon Asset Management Group: assets under management

The assets under management (AUM) of Kernodle & Katon Asset Management Group, LLC is $180.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 118% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $180.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.46 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kernodle & Katon Asset Management Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Searcy

The principal office where Kernodle & Katon Asset Management Group, LLC performs its advisory services is located at 515 S. Main Street, Searcy, AR 72143, which is also the mailing address of the firm. An additional office of the firm is in Blytheville, AR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 501-279-0101. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at kernodlekaton.com.