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

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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
  • Clay Nickel

    Clay Nickel

    SVP, Chief Investment OfficerCRD 4131988

  • Kendra Cain

    Chief Compliance OfficerCRD 4580246

  • Asa Cottrell

    Chief Executive OfficerCRD 2151839

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Contacts

3 of 210
  • Heather Yarbrough

    Heather Yarbrough

    Registered Client Service SpecialistCRD 5648410

  • Adrienne Jackson

    Adrienne Jackson

    Vice PresidentCRD 5670487

  • Erik Juilfs

    Registered Operations SpecialistCRD 5693107

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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%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth