# WILLOW FINANCIAL LLC

WILLOW FINANCIAL LLC of ROGERS, AR is an SEC-registered investment adviser.

## Registration

- CRD: 325785
- Type: SEC-registered investment adviser
- SEC file number: 801-131403
- Location: 2860 WEST WALNUT STREET, SUITE 100, ROGERS, AR, 72756
- Phone: (479) 709-3949
- Latest filing: 2026-06-30
- Regulatory AUM: $127.6M
- Discretionary AUM: $127.6M
- Clients: 5
- Accounts: 358

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Steven Michael Schmitt | MANAGING MEMBER / PRINCIPAL | — |
| Philip A Kapler | MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Madison Elizabeth Derden | MEMBER, FINANCIAL ADVISOR | — |
| SCHMITT ANTHONY MICHAEL | MANAGING MEMBER / PRINCIPAL | — |
| KAPLER PHILIP A | MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325785/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325785/similar
- Related entities: https://search.stillhousedata.com/firm/325785/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325785

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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.