# IPSEN ADVISOR GROUP LLC

IPSEN ADVISOR GROUP LLC of LITTLE ROCK, AR is an SEC-registered investment adviser.

## Registration

- CRD: 318010
- Type: SEC-registered investment adviser
- SEC file number: 801-123145
- Location: 1701 CENTERVIEW DRIVE, SUITE 121, LITTLE ROCK, AR, 72211
- Phone: (501) 614-4700
- Latest filing: 2026-03-16
- Regulatory AUM: $236.1M
- Discretionary AUM: $222.5M
- Non-discretionary AUM: $13.6M
- Clients: 5
- Accounts: 1,003

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Amy Elizabeth Ipsen | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | Little Rock, AR |
| Loren Marshall Ipsen | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER | — |
| James Nicholas Merriweather | CHIEF OPERATIONS OFFICER | — |
| IPSEN AMY ELIZABETH | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER; DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |
| IPSEN LOREN MARSHALL | CHIEF EXECUTIVE OFFICER AND FINANCIAL PLANNER; MANAGER AND FINANCIAL PLANNER | — |
| MERRIWEATHER JAMES NICHOLAS | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318010/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318010/similar
- Related entities: https://search.stillhousedata.com/firm/318010/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318010

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.