CRD: 120867
Lafargue Financial Group, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- GlacierMeridian
- Established Date
- 06-18-2002
- Office Locations
- 2
Office Locations
About Lafargue Financial Group, Inc.
LaFargue Financial Group is an independent RIA founded in 2002 serving individuals and families across Northwest Arkansas and nearby states. The firm emphasizes retirement-focused advice, including Medicare and insurance planning, alongside financial, tax and estate planning and risk-managed asset allocation. Portfolios are primarily ETF-based, with custody at Schwab and Fidelity and managed on Orion. Led by founder Richard D. LaFargue (30+ years experience).
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
RICHARD DAVID LAFARGUE
Investment Advisor, President
- CRD
- #2046037
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Cyndi Lynnette Najar
Director
- CRD
- #7510928
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,581,700 | -- |
| Total | $10,581,700 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,581,700
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,436,328,313 | 74.9% |
| Cash | $1,151,559,955 | 25.1% |
| Total | $4,587,888,268 | 100.0% |