The Advisory Resource Group, LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 290110
- Registered since
- October 31, 2017
- 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 registered investment adviser organized as an LLC and registered with the SEC in 2017. Owned by an individual, the firm concentrates on wealth management for individual and family clients and provides portfolio management services for small businesses. Its fee model is a percentage of assets under management. In addition to its RIA activities the firm’s personnel act as registered representatives of a broker-dealer and as insurance brokers, and the firm lists an affiliation with an insurance company. The adviser does not identify as an active ESG investor.
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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