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LIEBLONG & ASSOCIATES, INC.
Lieblong & Associates was founded by John A. Lieblong, who remains President of the firm.
LIEBLONG & ASSOCIATES, INC.
Lieblong & Associates was founded by John A. Lieblong, who remains President of the firm. The firm operates as a registered investment advisor (RIA) in Little Rock, Arkansas, serving families through a multi-family office structure that combines investment management with financial and estate planning. The firm's investment approach centers on diversified portfolios spanning equities, fixed income, alternative investments, and cash management. Lieblong & Associates tailors asset allocation to each client's risk tolerance and long-term goals, with a focus on tax-efficient wealth transfer. The firm is best known for its integration of life insurance strategies into broader wealth plans. Lieblong & Associates is a multi-family office, meaning it serves multiple families rather than a single one. The firm has been active in the Arkansas wealth management community since its founding and maintains a small team. Its operating structure reflects a traditional RIA model rather than a direct co-investment or venture capital approach. A structural differentiator for Lieblong & Associates is its life insurance-centric planning approach, which the firm uses as a tool for both wealth protection and estate transfer. This focus distinguishes it from larger, more generic wealth advisors in the region.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Little Rock
Corporate office
Little Rock, AR, United States
Principals
John A. Lieblong
President and Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Lieblong & Associates?
John A. Lieblong founded the firm and serves as President, overseeing all investment decisions and client strategies. The firm operates under his guidance as a registered investment advisor.
Is Lieblong & Associates a single family office or multi-family office?
Lieblong & Associates is structured as a multi-family office. It serves multiple ultra-high-net-worth families, offering investment management alongside financial planning and estate services.
What is Lieblong & Associates' investment approach?
The firm uses a diversified portfolio strategy across equities, fixed income, alternatives, and cash. Asset allocation is customized per client, with emphasis on tax efficiency and long-term risk management. The firm also integrates life insurance planning into wealth transfer strategies.
Where does the underlying wealth served by Lieblong & Associates come from?
The firm serves multiple families, and the specific origins of client wealth are private. Geographically, the firm concentrates on families in the southern United States, particularly Arkansas and surrounding states.
Does Lieblong & Associates participate in direct private investments or only marketable securities?
Based on public records, the firm focuses on traditional marketable securities and wealth management services. There is no evidence of direct private equity or venture capital deal participation.
What is the firm's known posture on co-investments alongside external managers?
Without direct disclosure, the firm appears to operate as a traditional RIA and multi-family office, not as a direct co-investor. Client portfolios likely include alternative investments through fund vehicles rather than direct deal participation.
How is Lieblong & Associates structured from a regulatory perspective?
The firm is registered as an investment advisor with the SEC, given it manages over $100M in assets. It operates as a corporation in Arkansas (per public records).
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