# Corkern & Co., Inc.

> Corkern & Co., Inc. is an SEC-registered investment advisory firm in Little Rock, AR, registered since 1984, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 104730
- Filed as: CORKERN & CO., INC.
- Legal name: Corkern Barry M Advisory Services Inc
- Also doing business as: BARRY M. CORKERN & CO., INC., CORKERN & CO., INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Little Rock, AR
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104730
- AdvisorCensus page: https://advisorcensus.com/firm/corkern-and-co-inc-little-rock-ar-104730

## Quick answers

**How is Corkern & Co., Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Corkern & Co., Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Corkern & Co., Inc. located?**
Corkern & Co., Inc.'s principal office is in Little Rock, AR, according to its Form ADV.

**Is Corkern & Co., Inc. registered with the SEC or a state?**
Corkern & Co., Inc. is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 104730.

**How much does Corkern & Co., Inc. manage?**
Corkern & Co., Inc. reports $161,922,149 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (0% discretionary).

**How have Corkern & Co., Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Corkern & Co., Inc.: Regulatory assets under management: $122,226,352 in the October 2021 data and $161,922,149 in the October 2026 data, up 32%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Corkern & Co., Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (81); pension and profit sharing plans (but not the plan participants or government pension plans) (2); charitable organizations (2).

**Does Corkern & Co., Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104730

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $161,922,149
- Discretionary: $0
- Non-discretionary: $161,922,149

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 81 | $144,682,659 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $15,115,364 |
| Charitable organizations | 2 | $2,124,126 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1984 (42 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bcorkern.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,226,352 | 2 | July 20, 2021 |
| October 2022 | $145,200,174 | 2 | January 31, 2022 |
| October 2023 | $128,661,973 | 2 | February 3, 2023 |
| October 2024 | $138,012,476 | 5 | September 16, 2024 |
| October 2025 | $155,262,896 | 5 | January 31, 2025 |
| October 2026 | $161,922,149 | 5 | January 22, 2026 |

Regulatory assets under management: $122,226,352 in the October 2021 data and $161,922,149 in the October 2026 data, up 32%.
Total employees: 2 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corkern & Co., Inc. (CRD 104730): Form ADV filing data as of October 2026.