ARVEST WEALTH MANAGEMENT

Broker-DealerFINRA MemberEst. 2005
Total AUM
$3.4B
Discretionary
$997M
29% of AUM
Accounts
8,453
Employees
238
Advisory reps
221
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 insurance broker-dealer that provides financial planning and portfolio management to both individuals/families and institutions. The firm acts as a capital allocator and offers a mix of percentage-of-AUM and fixed-fee billing. Advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, manager selection, and client education/seminars. The firm identifies as an active ESG investor and maintains industry ties to banking/thrift and insurance company affiliates. Arvest Wealth has been SEC-registered since 2005.

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

  • Kendra Cain

    Chief Compliance OfficerCRD 4580246

  • CLAY NICKEL

    SVP, Chief Investment OfficerCRD 4131988

  • KARLA PAYNE

    CFOCRD 4725253

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Contacts

3 of 211

  • Jacob Lopez

    Vice President, Commercial BankingCRD 6711066

  • Isaac Johnson

    Trust AssistantCRD 7768205

  • William Gossett

    Client AdvisorCRD 7229026

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 118

Active vs passive

$698M in ETFs

Passive

85%

$592M

Active

10%

$105M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$57.7M900,2668.27%
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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