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FORTY THREE EIGHTEEN ADVISORS, LLC

CRD 157712File 801-129865
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$167.8M
Bottom 25% of cohort (national)
Discretionary AUM
$152.7M
Non-discretionary $15.1M
Clients
51
182 accounts
Employees
1
Below cohort median in AR

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Apr 8, 2024
Principal office
1202 NE MCCLAIN RD, BENTONVILLE, AR, 72712
Phone
479-254-9400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$167.8M
Discretionary AUM
$152.7M
Non-discretionary AUM
$15.1M
Discretionary accounts
174
Non-discretionary accounts
8
Total accounts
182
AUM per client
$3.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$2.1M
High net worth individuals25$145.7M
Pension and profit sharing plans5$11.0M
Individuals (other than high net worth individuals)20$9.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients5251decreased by1
Apr 1, 2026AUM$146,560,556$167,844,465increased by$21,283,909
Apr 1, 2026Accounts147182increased by35
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FORTY THREE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORTY THREE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.