AdvizorPro

Corkern & Co., Inc.

Corkern & Co., Inc.. CRD 104730

Corkern & Co., Inc. logo

CRD: 104730

Corkern & Co., Inc.

Little Rock, AR, 72227
5016647866
www.bcorkern.com
$161.9M Total AUM
$0 Disc. AUM
8.2% 3Y CAGR
5 Employees
170 ADV. Clients
41 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS · JP Morgan · Prudential
Clients
Retail and Institutional
Platforms
HorizonVertex element +more
Established Date
07-16-1984
Office Locations
2

Office Locations

2300 Andover Suite 100 Little Rock AR
-- Benbrook TX

About Corkern & Co., Inc.

Corkern & Company is an SEC-registered, independent fee-only RIA based in Little Rock serving clients nationwide (11 states). Led by Barry M. Corkern, CFP, AIFA, the firm delivers wealth management, financial planning, and portfolio management for individuals and multigenerational families, business owners, endowments, foundations, and retirement plans. Notable differentiators include 40+ years of experience, CEFEX certification, and 75+ expert-witness testimonies.

Team overview

-- AVG AGE
$81.0M AVG AUM / ADVISOR
$952.5K AVG AUM / CLIENT
16.1 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
41yrs Firm Age

Insights

Open the full profile to inspect shifts in capital wave.
Upgrade to reveal position-level detail across catalyst unison.
Upgrade to reveal position-level detail across frontier harbor.
Open the full profile to inspect shifts in pathway oak.
Unlock to compare peer behavior around ember bridge.
Upgrade to reveal position-level detail across ridge pioneer.
Unlock to see real insight on vertex focus.
Request access to benchmark trends tied to foundation.

Asset Classes

Meridian quantum Alpha wave Ridge momentum

Client Personas

Vertex capital Summit beacon

Custodian

Peak Meridian insight Atlas atlas Frontier Glacier vital

Investment Themes

Eagle element Ridge Timber prime

Investment Vehicles

Element

Platform

Pathway ridge

Services

Glacier eagle Vector Insight Legacy peak Foundation momentum Bridge Beacon Matrix crest

Technology

Pathway delta Glacier legacy Harbor

Owner & Executives

BARRY MICHAEL CORKERN

BARRY MICHAEL CORKERN

Chief Compliance Officer, Investment Advisor Representative, President

CRD
#725144
Ownership
75% or more
(802) 576-7390
frontier.quantum@matrixcapital.com
in linkedin.com/in/bridge-vertex
J

JANICE MARIE CORKERN

CONTROLLER, Investment Advisor, VICE PRESIDENT

CRD
#1628249
Ownership
Less than 5%
(347) 437-5248
catalyst.capital@foundationcapital.com
in linkedin.com/in/north-delta
E

Ember radial

Alpha momentum ember

CRD
#37359
Ownership
7.1%
(245) 358-9841
quantum.atlas@wavecapital.com
in linkedin.com/in/prime-signal

Showing 2 of 4 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 4 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-31-2022
02-03-2023
09-16-2024
01-31-2025
01-22-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $161,922,149 $1,904,966
Total $161,922,149 $1,904,966

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $161,922,149

$161.9M Total SMA
Public Funds:
29.6%
Equity - Exchange:
29.9%
Cash:
13.5%
Equity - OTC:
9.9%
Municipal Bonds:
6.5%
Other:
10.6%
Asset class Assets Assets %
Public Funds $1,963,976,761 29.6%
Equity - Exchange $1,983,881,931 29.9%
Cash $895,732,644 13.5%
Equity - OTC $656,870,606 9.9%
Municipal Bonds $431,278,681 6.5%
Other $703,316,002 10.6%
Total $6,635,056,625 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform