Bradley Smith is a CFP-designated registered investment advisor at Caprock Wealth Management, based in Little Rock, AR, with 14 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 100 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Location
10809 Executive Center Drive, Suite 310, Little Rock, AR, 72211
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bradley manages timberland through BES Enterprises, including harvesting and selling timber, primarily handled by a third-party forester. He also serves as a director for Magnolia Banking Corporation, dedicating minimal time to strategic planning, financial oversight, and other board-related duties.
Employment History
Current Registrations
Caprock Wealth Management
Previous Registrations
Meridian Investment Advisors
LPL Financial LLC
LPL Financial LLCBroker
Crews & Associates, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.