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Corkern & Co., Inc.

Corkern & Co., Inc.. CRD 104730

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CRD: 104730

Corkern & Co., Inc.

$161.9M Total AUM
$0 Disc. AUM
8.2% 3Y CAGR
5 Employees
170 ADV. Clients
42 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · JP Morgan · Prudential
Clients
Retail and Institutional
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.

Reported data analysis

What the numbers show

Between January 31, 2025 and January 22, 2026, reported AUM increased 4.3%, from $155.3M to $161.9M.

Across 5 reported observations, AUM increased 11.5% between January 31, 2022 and January 22, 2026, from $145.2M to $161.9M.

Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.

The firm reports 2 advisory representatives and 170 clients, or 85 clients per representative. That equates to $952.5K in reported AUM per client.

The profile lists 2 reported office locations and 42 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$81.0M AVG AUM / ADVISOR
$952.5K AVG AUM / CLIENT
16.3 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
42yrs Firm Age

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

BARRY MICHAEL CORKERN

BARRY MICHAEL CORKERN

Chief Compliance Officer, Investment Advisor Representative, President

CRD
#725144
Ownership
75% or more
JANICE MARIE CORKERN

JANICE MARIE CORKERN

CONTROLLER, Investment Advisor, VICE PRESIDENT

CRD
#1628249
Ownership
Less than 5%

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Contacts

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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

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Separately Managed Accounts

SMA allocation detail is available

Corkern & Co., Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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