Arvest Wealth Management
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
FINTRXOverview
Arvest Wealth Management is a corporate wealth advisory and broker-dealer operation that is SEC-registered (initial registration year 2005). The firm combines broker-dealer activities with advisory services and operates as an insurance broker-dealer with ties to banking and insurance affiliates. Its client base includes both individual and family clients as well as institutional relationships. Arvest positions itself as a capital allocator that selects external managers and allocates to third-party alternative funds while delivering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection-of-advisers services, and educational seminars. The firm charges both percentage-of-AUM and fixed fees and identifies itself 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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities28%
- US Government Bonds5%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 10
Clay Nickel
SVP, Chief Investment OfficerCRD 4131988
Kendra Cain
Chief Compliance OfficerCRD 4580246
Asa Cottrell
Chief Executive OfficerCRD 2151839
Contacts
3 of 212
Heather Yarbrough
Registered Client Service SpecialistCRD 5648410
Adrienne Jackson
Vice PresidentCRD 5670487
Erik Juilfs
Registered Operations SpecialistCRD 5693107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$795M in ETFs
87%
$688M
8%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $66.4M | 940,807 | 8.35% |
Location
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
Similar firms
Stephens
Broker-DealerLittle Rock, AR
Lieblong & Associates, Inc.
Broker-DealerLittle Rock, AR
Crews & Associates, Inc.
Broker-DealerLittle Rock, AR
St. Bernard Financial Services, Inc.
Broker-DealerRussellville, AR
Thrasher & Chambers, Inc.
Broker-DealerBentonville, AR
R.M. Duncan Securities, Inc.
Broker-DealerLittle Rock, AR