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THE CIRCUMFERENCE GROUP LLC
CRD 159012File 801-113735
APPROVED
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$239.6M
Below cohort median (national)
Discretionary AUM
$236.6M
Non-discretionary $3.0M
Clients
5
10 accounts
Employees
14
Below cohort median in AR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 26, 2018
- Principal office
- ONE INFORMATION WAY, STE. 405, LITTLE ROCK, AR, 72202
- Phone
- 501-492-8400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $239.6M
- Discretionary AUM
- $236.6M
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 5
- Non-discretionary accounts
- 5
- Total accounts
- 10
- AUM per client
- $47.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 5 | $236.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.