The Advisory Resource Group, LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 290110
- Registered since
- October 31, 2017
- Website
- www.cpfguide.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.51%
- Individuals44.49%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Advisory Resource Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2017. It serves primarily individual and family clients, managing portfolios for individuals and small businesses on a fee basis calculated as a percentage of assets under management. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, indicating a hybrid service model that combines advisory portfolios with brokerage and insurance distribution. It does not identify as an active ESG investor, is not a capital allocator, and is not listed as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds29%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
1 of 1Christopher Brown
Chief Compliance OfficerCRD 4918966
Contacts
3 of 7Aaron Pruitt
Registered RepresentativeCRD 6237190
Benjamin Steele
Investment Advisor RepresentativeCRD 5194335
Jason Scarcella
Co-FounderCRD 4182188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$443M in ETFs
47%
$210M
42%
$234M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF (QDPL) | Passive | Large Blend | $44.5M | 988,427 | 10.05% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 4625 E 91st St
- Time zone
- CT (UTC-6)
- Office locations
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