Matthew King Estes
Financial advisor at Naviter Wealth, LLC · Little Rock, AR
Last updated 2026-10-10
Claim your profileMatthew King Estes is a financial advisor at Naviter Wealth, LLC in Little Rock, AR, CRD 1661179. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2012-04-16.
Registration
- CRD number
- 1661179
- Registration status
- Active
- IAPD registration
- 2012-04-16
- Industry Experience
- 14 years
- Work Experience
- 10 years
- States registered
- AR
Licenses and exams
- Series 63
- Series 65
Work history
- 2016-01 to 2017-06 · Morgan Stanley Distribution, Inc. · Little Rock, AR
- 2017-09 to 2020-11 · Sowell Management · North Little Rock, AR
- 2021-05 to 2021-10 · Pruco Securities, LLC · Little Rock, AR
- 2020-12 to 2021-04 · Unemployed · Little Rock, AR
- 2021-12 to 2025-04 · Level Four Financial, LLC · Mobile, AL
- 2021-12 to 2025-04 · Level Four Advisory Services, LLC · Dallas, TX
- 2025-11 to Present · Naviter Wealth, LLC · Little Rock, AR
- 2021-05 to 2025-10 · Unemployed · N/a, XX
- 2021-05 to 2021-10 · Prudential Financial Planning Services · Little Rock, AR
Current employment
- Naviter Wealth, LLC · Little Rock, AR
Naviter Wealth, LLC
- Regulatory AUM
- $1,872,199,000
- Registered advisors
- 16
- Offices
- 3
- Clients per advisor
- 22.6 (Low)
- Average AUM per client
- $5.2M (Moderate)
- High-net-worth client ratio
- 70.1% (High)
Naviter Wealth, LLC: advisors, services and reported ETF investments
About
Matthew King Estes is a financial advisor at Naviter Wealth, LLC in Little Rock, AR. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 10 years of reported work history. Reported roles include Unemployed, Level Four Financial, LLC, Level Four Advisory Services, LLC, Pruco Securities, LLC, among others.
Naviter Wealth, LLC's firm-level Form ADV reports 16 advisors across 3 offices; approximately 22.6 clients per advisor, average assets per client of $5,186,147, and regulatory AUM of $1.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $295M across 57 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Matthew King Estes personally.
Reported ETF positions
Naviter Wealth reports 57 ETF positions worth $295M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| AMLP — Alerian MLP ETF | $85M |
| ACWI — iShares MSCI ACWI ETF | $60.4M |
| JPST — JPMorgan Ultra-Short Income ETF | $55.6M |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $13.2M |
| MLPA — Global X MLP ETF | $10.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Naviter Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | NACP — Impact Shares NAACP Minority Empowerment ETF | $475.7K | Top 99.9% | Peer conviction 88.2% · Active return +5.84% |
| Addressable Market | NACP — Impact Shares NAACP Minority Empowerment ETF | $475.7K | Top 99.9% | Addressable AUM $15.1T · Peer conviction 88.2% |
| Residual Alpha | USRT — iShares Core U.S. REIT ETF | $4.7M | Top 98.6% | Residual alpha +2.67% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $55.6M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Naviter Wealth, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
Business and affiliations
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
Location
1 Information Way, Little Rock, AR 72202
16 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (501) 333-9800
- Website: naviterwealth.com
- Youtube
Official record
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