F.I.G. Financial Advisory Services, Inc.

RIASEC RegisteredEst. 2020
Total AUM
$162M
Discretionary
$162M
100% of AUM
Avg account
$301K
Accounts
540
Employees
3
Advisory reps
3

Firm details

Headquarters
Oklahoma City, Oklahoma
CRD number
105506
Registered since
September 28, 2020
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI68.51%
  • Individuals31.49%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

F.I.G. Financial Advisory Services, Inc. is an independent registered investment adviser that serves individual and family clients with fee-based portfolio management and financial planning. The firm charges a percentage of assets under management and focuses on direct client relationships rather than institutional mandates. It first registered with the SEC in 2020 and remains organized as a corporation with individual ownership. F.I.G. reports it is not an active ESG investor and does not operate as a multi-state adviser. The firm was named to FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 83%, Exchange Traded Equities 15%, Cash & Cash Equivalents 2%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Ricky Jurrens

    Ricky Jurrens

    Chief Executive OfficerCRD 1023293

  • Christopher Jurrens

    Christopher Jurrens

    Chief Operating OfficerCRD 5224678

Contacts

1 of 1
  • Samuel Jurrens

    Samuel Jurrens

    OwnerCRD 5805974

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$160M in ETFs

Passive

24%

$38.6M

Active

76%

$122M

ETFProviderStyleCategoryValueShares% of portfolio
EVEN HERD LONG SHORT ETF (EHLS)ActiveLong Short Equity$57.8M2,156,40736.08%

Location

Primary office

Oklahoma City, OK

Oklahoma

Location

Oklahoma City, OK

Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
Oklahoma
Address
14642 Bogert Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth