Connor Overbay
Advisor at Stephens
Updated today
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.
Firm
Stephens
Location
Little Rock, AR 72201-3507
Credentials
Series 66
Industry experience
< 1 year
About
Connor Overbay is a Series 66-registered advisor with Stephens in Little Rock, AR, beginning his financial advisory career in 2025. Prior to joining Stephens, he held positions at the South Carolina Department of Revenue, Abacus Planning Group, and M&S Catering, among others. Outside of finance, he has experience working with Gravatt Camp and Conference over multiple years. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a centralized investment process with affiliated sub-advisors, offering strategies across equity, fixed-income, and alternatives, supported by in-house equity research and a range of client platforms.
Client services
Based on Stephens
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Fixed fees on a 'per job' basis for certain services, negotiated in advance
Markups and markdowns on fixed income transactions up to 0.065% of par value; commissions on trades executed away from Pershing; sales concessions and underwriting fees included in offerings; no commissions on trades executed through Stephens with Pershing for wrap programs
Consulting services may be provided with fixed fee, annual fixed fee paid quarterly, or annual fee based on percentage of assets; fees negotiated in advance
Performance fee arrangements available for qualified clients; rates negotiated on individual basis; performance fees typically invoiced annually
Minimum fee: A minimum fee is assessed per account (specific amount not stated)
Location
111 Center Street
Little Rock, AR 72201-3507
Most active in
Connor O has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Work history
Stephens Inc
2025 - Present (1 year)
SCDOR
2024 - 2024 (1 year)
Abacus Planning Group
2023 - 2023 (1 year)
M&S Catering
2022 - 2023 (1 year)
Gravatt Camp and Conference
2022 - 2022 (1 year)
University of Virginia
2021 - 2025 (4 years)
Gravatt Camp and Conference
2021 - 2021 (1 year)
Popowski Shirley, PA
2020 - 2021 (1 year)
Gravatt Camp and Conference
2020 - 2020 (1 year)
Na
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Will H
CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
Eric S
CFA®
Alexander, AR
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Eric S
Series 66
Little Rock, AR
Stoffel Financial Advisor's, LLC
Robert B
Series 63, Series 65
Little Rock, AR
Brown & Associates
Roy S
CFP®, Series 63, Series 66
Little Rock, AR
Crosscurrent Wealthmanagement, LLC
Elijah C
Series 63, Series 65
Little Rock, AR
Valuepoint Partners, Inc.
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