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- Custodian
- Altruist · PNC · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2024
- Office Locations
- 1
Office Locations
About Pape Financial
Pape Financial is a fee-only fiduciary practice serving clients in Bentonville, AR and virtually nationwide. The firm provides hourly advice (no AUM or subscription fees), including portfolio reviews across taxable accounts and employer plans, project-based planning for specific decisions, and comprehensive planning covering investments, education funding, risk management, business strategy, and estate coordination. Discretionary investment management is available; reported managed portfolios are ETF-based.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Christopher Arthur Pape
Chief Compliance Officer, Financial Advisor, Owner, Principal
- CRD
- #7098400
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,467 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,467 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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