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Ipsen Advisor Group LLC
Ipsen Advisor Group LLC is a registered investment adviser firm headquartered in Little Rock, Arkansas. Founded over twenty years ago, it specializes in providing personalized financial advice and customized solutions to individuals, families, and business owners. With a team of 5 professionals, the firm focuses on financial planning, investment management, retirement strategies, estate planning, small business planning, tax strategies, and more. They serve predominantly United States clients, including high net worth individuals and some pension/profit sharing plans, and pride themselves on building trusted relationships and long-term financial strategies for their clients.
Investment Strategy
Ipsen Advisor Group LLC emphasizes a highly personalized investment strategy tailored to each client's unique goals. Their approach centers on building individualized financial plans, actively managing and refining them to minimize unnecessary risk and maximize results. The firm leverages advanced technology and deep team experience to develop customized portfolios and comprehensive financial strategies, including cash flow management, retirement planning, estate and multigenerational savings, tax strategies, and investment selection. Their philosophy prioritizes client relationships, trust, and continual communication to ensure that financial solutions align with each client’s life journey, needs, and aspirations.
Latest 13F Filing Activity
Ipsen Advisor Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $131M. The fund increased holdings in Ishares TR, Berkshire Hathaway Inc. Del, JPMorgan Chase & Co. among other positions. Ipsen Advisor Group LLC reduced exposure to Flowers Foods Inc., Procter and Gamble Co., CVS Health Corp. among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLO | FLOWERS FOODS INC | 5.44% | $7.1M | 446,939 | $20.66 | $15.98 | -$1.4M |
D DBEF | DBX ETF TR | 5.37% | $7.0M | 161,139 | $41.56 | $43.75 | +$530.0K |
I ILCG | ISHARES TR | 5.05% | $6.6M | 68,347 | $89.68 | $96.90 | +$1.3M |
I IMCG | ISHARES TR | 4.80% | $6.3M | 78,555 | $75.59 | $80.23 | +$806.3K |
I IMCV | ISHARES TR | 4.76% | $6.3M | 82,303 | $74.30 | $75.98 | +$310.9K |
Industry Allocation
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