Lathrop Investment Management Company
SEC RegisteredIndependent Thinking, Committed to You
About the firm
LIMC is one of Arkansas's oldest independent RIAs, founded in 1981 on the premise of doing what's best for the client. For more than four decades, the firm has been building lasting relationships through clear communication, direct accessibility, and dedicated service, helping clients build and manage wealth from individuals to institutions and across generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment and portfolio management (including tax-efficient portfolios, specific mandates, and endowment/foundation strategies), personalized financial planning (sustainable withdrawal plans, long-term investment scenarios, retirement spending), and collaborative advice coordinating with clients' existing tax and legal advisers on trust and estate planning, and business succession.
Who they serve
Successful individuals, families, institutions, endowments, and foundations, including multigenerational clients with specialized wealth management needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 79 | $47M |
| High Net Worth Individuals | 150 | $584M |
| Charitable Organizations | 6 | $339M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.75% |
| Over $1,000,000 | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lathrop Investment Management Company has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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