SourcingSourcing

CORKERN BARRY M ADVISORY SERVICES INC

B64
CRD 104730·SEC 801-21669·LITTLE ROCK, AR
AUM
$161.9M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$486K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORKERN BARRY M ADVISORY SERVICES INC
CRD
104730
SEC file #
801-21669
EIN
—
DBA names
Corkern & Co., Inc.

Economics

AUM
$161.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$108.7M → $161.9M▲ +49%
Client mix
Individuals High Net Worth81
Pension Profit Sharing Plans2
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
LITTLE ROCK AR
Branches
Count2

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/22/2026
ADV-W filed at
—
Website
bcorkern.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORKERN, BARRY, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CORKERN, BARRY, MICHAEL
CORKERN, JANICE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BCORKERN.COM
Rdap Domain Creation Date
1999-03-23T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2923
Soi Zip Pct 200k Plus
0.1058
Soi Zip Returns 200k Plus
550
Soi Zip Total AGI
554,996
Census Median Hh Income
78,542
Census High Income Households
705
Census Median Age
39.4
Census Pop 65 66 Total
208
Census Total Households
4,764
Census NAICS 523930 Count
5

Compliance & brand

Firm Registration Status
active

All other collected signals (25)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Census Bachelors Plus Count
2,670
Census Median Home Value
241,700
Census NAICS 523930 Employees
0
Census Unemployed Count
241
Census Zip
72227
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-23T04:00:00Z
Rdap Domain Last Changed
2026-01-22T07:35:52Z
Rdap Nameservers
Ns27.worldnic.comNs28.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,344
Returns1,330
Stub 2
AGI41,912
Returns1,160
Stub 3
AGI43,198
Returns700
Soi Zip Total Business Income
15,883
Soi Zip Total Cap Gains
22,397
Soi Zip Total Dividends
23,174
Soi Zip Total Returns
5,200
Top Owner CRD
725144
Trust Company Affiliate
No

People (4)

4
CORKERN, BARRY, MICHAEL
IAR · Direct Owner · 87.5%
725144
CORKERN, JANICE, MARIE
IAR · Executive Officer · 2.5%
1628249
NEAL, LAQUITA, SHONTE
IAR · Executive Officer · 2.5%
2715952
Corkern, Lawson
IAR · Executive Officer · 2.5%
7790456