Arvest Wealth Management

Broker-DealerFINRA MemberEst. 2005
Total AUM
$3.4B
Discretionary
$997M
29% of AUM
Accounts
8,453
Employees
238
Advisory reps
220
Brokerage reps
167

Firm details

Headquarters
Lowell, Arkansas
CRD number
42057
Registered since
January 3, 2005
Website
www.arvest.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals47.25%
  • HNWI38.12%
  • Corporations / Businesses7.08%
  • Charitable Organizations4.09%
  • State / Municipal Government2.91%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arvest Wealth Management operates as a corporate broker-dealer that combines advisory services with insurance-linked distribution. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses and for businesses or institutions, pension consulting, manager selection, and educational programs. Fee arrangements include both percentage-of-assets and fixed-fee engagements. The firm identifies itself as a capital allocator and flags active ESG investing as part of its approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 28%, US Government Bonds 5%, State & Local Bonds 4%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities28%
  • US Government Bonds5%
  • State & Local Bonds4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 10

  • Kendra Cain

    Chief Compliance OfficerCRD 4580246

  • Clay Nickel

    Clay Nickel

    SVP, Chief Investment OfficerCRD 4131988

  • Karla Payne

    Karla Payne

    CFOCRD 4725253

Unlock 7 more executives →

Contacts

3 of 210
  • Jacob Lopez

    Jacob Lopez

    Vice President, Commercial BankingCRD 6711066

  • Isaac Johnson

    Isaac Johnson

    Trust AssistantCRD 7768205

  • William Gossett

    Client AdvisorCRD 7229026

Unlock 207 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 131

Active vs passive

$787M in ETFs

Passive

87%

$683M

Active

8%

$104M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$66.7M936,8308.49%
Unlock additional holdings →

Location

Primary office

Lowell, AR

Benton

Location

Lowell, AR

Headquartered in Lowell, AR, in the South of the United States.

Region
South
County
Benton
Address
913 W Monroe Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Stephens

Broker-Dealer

Little Rock, AR

AUM $18BTEAM 611REPS 585

Lieblong & Associates, Inc.

Broker-Dealer

Little Rock, AR

AUM $198MTEAM 4REPS 4

Crews & Associates, Inc.

Broker-Dealer

Little Rock, AR

AUM $181MTEAM 145REPS 138

ST. Bernard Financial Services, Inc.

Broker-Dealer

Russellville, AR

AUM $136MTEAM 117REPS 106

R.M. Duncan Securities, Inc.

Broker-Dealer

Little Rock, AR

AUM —REPS 2

Thrasher & Chambers, Inc.

Broker-Dealer

Bentonville, AR

AUM —REPS 2
More Broker-Dealers in Lowell →All Arkansas Broker-Dealers →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth