Logan G. Foltz

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CRD#: 7728501

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Logan Gary Foltz was a registered financial professional .

Logan is a previously registered financial professional and started their career in finance in 2023. Logan had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of the Other Business: Intermountain Healthcare Whether the business is Investment-Related: No The address of the other business: 36 S. State St., Salt Lake City, UT 84111 The nature of the other business: Clinical Medicine Your Position/Title or relationship with the other business: PRN (as needed) psychiatrist The start date of your relationship: 10/15/2021 The approximate number of hours/month you devote to the other business: 30 The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: As a licensed physician, I am available remotely to screen patients for psychiatric admission on certain weekends. I also am available to guide staff for managing patient's acute medical concerns on the hospital floor.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 18, 2023 - August 15, 2023

THE ARKANSAS FINANCIAL GROUP, INC.

RIA

CRD#: 104808

LITTLE ROCK, AR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE ARKANSAS FINANCIAL GROUP, INC.

ARKANSAS FINANCIAL GROUP, INC. | THE ARKANSAS FINANCIAL GROUP, INC.

CRD#: 104808 / SEC#: 801-23922

RIA

Registered Investment Advisory firm - (4/17/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/20/2022

Uniform Investment Adviser Law Examination

Current Firm

THE ARKANSAS FINANCIAL GROUP, INC.

ARKANSAS FINANCIAL GROUP, INC. | THE ARKANSAS FINANCIAL GROUP, INC.

CRD#: 104808 / SEC#: 801-23922

RIA

Registered Investment Advisory firm - (4/17/1985 Approved)

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Contact information

Main Address

1001 N. University Ave. Suite 200, Little Rock, AR 72207-6366

Mailing Address

P.o. Box 7757, Little Rock, AR 72217-7757

Phone number

(501) 376-9051

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/9/2025)

Regulatory assets under management

Total Number of Accounts	1,608
AUM (Assets Under Management)	$ 861,387,705

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/10/2025	Cover Page	Report
10/30/2024	Cover Page	Report
08/17/2023	Cover Page	Report
08/16/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Logan G. Foltz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE ARKANSAS FINANCIAL GROUP, INC.

Primary Firm SEC Registration

THE ARKANSAS FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2022

Current Firm

THE ARKANSAS FINANCIAL GROUP, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE ARKANSAS FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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