CRD: 116492
C & S Capital Management, Inc.
$40.2M Total AUM
$38.3M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2001
- Office Locations
- 2
Office Locations
204 Executive Court, STE 303 Little Rock AR
6156 Highway 7 Bismarck AR
About C & S Capital Management, Inc.
C & S Capital Management, Inc. is a Little Rock, AR-based RIA providing financial planning, wealth services, and asset management/investment advice, with an emphasis on retirement planning for individuals and families. Its managed accounts are ETF-centric, complemented by cash and fixed income exposures, and it custody relationship includes Charles Schwab.
Team overview
42 AVG AGE
$20.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
13.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Services
Available
Owner & Executives
K
Kyle Anthony Overturf
Investment Advisor Representative, President
- CRD
- #7297991
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL DALE OVERTURF
Investment Advisor
- CRD
- #4488025
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,284,590 | -- |
| Non-Discretionary | $1,868,182 | -- |
| Total | $40,152,772 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Other:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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