Bradley Smith
Advisor at Caprock Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Caprock Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72211
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
Bradley Smith is a CFP® with 14 years of industry experience and is the principal of CapRock Wealth Management. He has worked previously at Meridian Investment Advisors, LPL Financial, Farmers Bank and Trust, and Magnolia Banking Corporation, where he currently serves as a director. Outside of his advisory role, he manages timberland operations through a family business, BES Enterprises. CapRock Wealth Management provides investment management and financial planning services primarily to institutional clients such as retirement plans and charitable organizations, as well as individual clients. The firm employs a mix of passive and active strategies, emphasizes asset allocation and risk management, and offers fiduciary services including retirement plan consulting.
Based on Caprock Wealth Management
Based on Caprock Wealth Management
Fixed fees range from $2,500 to $15,000 for Financial Planning services
$0+: 1.50% annually (negotiable) for Wealth Management Services $0+: 0.75% annually for Retirement Plan Consulting and Management
$350 per hour for Financial Planning services
Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation.
10809 Executive Center Drive, Suite 310
Little Rock, AR 72211
Arkansas · Texas
CapRock Wealth Management LLC
2024 - Present (2 years)
Meridian Investment Advisors
2023 - 2024 (1 year)
Magnolia Banking Corporation
2015 - Present (11 years)
LPL Financial
2014 - 2023 (9 years)
Farmers Bank and Trust
2014 - 2023 (9 years)
Bes Enterprises
2006 - Present (20 years)
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