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FORTY THREE EIGHTEEN ADVISORS, LLC

BENTONVILLE, AR · CRD 157712 · IAPD ↗ · 4318advisors.com · 479-254-9400

$167.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — FORTY THREE EIGHTEEN ADVISORS, LLC (BENTONVILLE, AR) left the SEC roster (was $167.8M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2026 — FORTY THREE EIGHTEEN ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
February 2025 — FORTY THREE EIGHTEEN ADVISORS, LLC reported RAUM up 39% ($105.7M -> $146.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — FORTY THREE EIGHTEEN ADVISORS, LLC (BENTONVILLE, AR) is newly SEC-registered with $105.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.