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Robert Fithen

Advisor at 5thn Financial LLC

Updated today
5thn Financial LLC logo

Firm

5thn Financial LLC

Location

Russellville, AR

Credentials

Series 65

Industry experience

8 years

About

Robert Fithen is the sole advisor at 5thn Financial LLC, holding a Series 65 designation with eight years of industry experience. He has served as a Professor of Engineering at Arkansas Tech University since 1998. 5thn Financial LLC provides discretionary portfolio management to individuals, trusts, organizations, and other registered investment advisers, applying Modern Portfolio Theory and conditional value-at-risk concepts tailored to client constraints. The firm uses proprietary statistical and machine-learning methods for forward predictions and offers NASAA-approved continuing education courses and portfolio-management software to other advisory firms.

Client services

Based on 5thn Financial LLC

Portfolio management

Expertise

Based on 5thn Financial LLC

Active portfolio management

Occupation focus

Based on 5thn Financial LLC

University Employee

Fee options

Percentage

1.75% maximum annually, negotiable

Other

Fee-only: Fees are based solely on percentage of assets under management; no commissions or additional compensation received.

Location

Russellville, AR

Most active in

Arkansas

Work history

Arkansas Tech University

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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