Mitchum
Tapson

Trutoro

CRD#5344558
Investment Advisor
in Conway, AR

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About this Advisor

Mitchum Tapson is a financial advisor who works out of Conway, Arkansas, with 9 years of industry experience. Tapson is an employee of Trutoro. Their career trajectory has included roles at St. Bernard Financial Services, Inc and Veritas Independent Partners, LLC. Tapson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Arkansas and Texas. Trutoro is an advisory business that has its headquarters in Conway, AR. The investment advisory business has offices in 11 locations and a total of 21 employees. It has $139 million in total assets among its 1,090 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,090 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically depend on the financial services offered. Fee types billed by Trutoro likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2201 Washington Avenue Suite 2
Conway, AR 72032

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Trutoro Brokerage Details

Total Assets Under Management

$138,671,091

AR Average: $880,205,985
Total Number of Employees

21

AR Average: 42
Total Number of Accounts

1,090

AR Average: 1,714
Average Account Size

$127,221

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mitchum Tapson Work History

Mitchum has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Veritas Independent Partners, LLC

2010 - 2014 (4 years)

St. Bernard Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mitchum Tapson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trutoro

David Derosa
Conway, AR
Robert Mikkelsen
Conway, AR
David Butler
Cabot, AR
Terry Minton
Cabot, AR
Ronald Bruton
Conway, AR
Joe Justus
Little Rock, AR
Daniel Dickerson
Conway, AR
Mitchum Tapson
Conway, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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