CRD: 334458
Lathrop Investment Management Company
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- 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.
Reported data analysis
What the numbers show
Between February 4, 2025 and March 25, 2026, reported AUM increased 7.8%, from $937.1M to $1.0B.
Of the latest reported AUM, 75.9% is discretionary and 24.1% is non-discretionary.
The firm reports 3 advisory representatives and 236 clients, or 78.7 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
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ANDREW ARTHUR LAGRONE
Portfolio Manager, Analyst
- 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 |
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Separately Managed Accounts
SMA allocation detail is available
Lathrop Investment Management Company has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lathrop Investment Management Company's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.