This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-12-2024
- Office Locations
- 1
Office Locations
About Lathrop Investment Management Company
Lathrop Investment Management Corporation is a Little Rock, Arkansas-based fiduciary RIA providing discretionary portfolio management for a limited number of individuals, families, and institutions. Founded in 1981, the firm emphasizes long-term, disciplined oversight with full-time supervision and active client communication. Public filings indicate ETF-centric, asset-allocation portfolios with fixed-income exposure, with Charles Schwab as a primary custodian.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAMES WESLEY HAVENS
President
- CRD
- #4527207
- Ownership
- 25% but less than 50%
RYAN MITCHELL GATTIN
Chief Compliance Officer
- CRD
- #5424631
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ANDREW ARTHUR LAGRONE
--
- CRD
- #1618692
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $766,201,048 | $917,606 |
| Non-Discretionary | $243,566,938 | $243,566,938 |
| Total | $1,009,767,986 | $1,207,856 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,009,767,986
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $846,191,982 | 24.7% |
| Cash | $757,119,142 | 22.1% |
| Private Funds | $513,881,771 | 15.0% |
| Corporate - Investment Grade | $376,846,632 | 11.0% |
| Public Funds | $181,571,559 | 5.3% |
| U.S. Government/Agency | $318,606,698 | 9.3% |
| Municipal Bonds | $431,660,686 | 12.6% |
| Total | $3,425,878,470 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL FOCUS | GLACIER HORIZON | C2IHV779I | HLU | 2.65% | $40,190,520 |
| MOMENTUM PEAK | SIGNAL TIMBER | OTXP5GFWX | GBO | 1.11% | $66,919,409 |
| OAK CAPITAL RIDGE | CATALYST ATLAS | M6UEAKJSB | PAH | 1.08% | $8,291,058 |
| MOMENTUM MOMENTUM VALUE | INSIGHT EMBER | A0I6MRRLU | ODZIL | 3.02% | $113,758,227 |
| WAVE MATRIX ATLAS | OPTIMA CAPITAL | 1L668CUAY | XOKNS | 9.66% | $53,422,926 |
| RADIAL OAK | BRIDGE GLACIER | VAELW0SDJ | NNQY | 5.39% | $79,943,928 |
| MOMENTUM FRONTIER INSIGHT | ALPHA FUSION | ZOMWTEBEF | CRP | 11.30% | $52,912,954 |
| EMBER ALPHA | RADIAL TIMBER | 3NY0B2VVN | AMR | 8.74% | $69,975,357 |