CONKIN FINANCIAL GROUP, INC.

RIASEC Registered

Total AUM

$54.8M

Discretionary

$54.8M

100% of AUM

Avg account

$233K

Accounts

235

Employees

Advisory reps

Firm details

Headquarters: EDMOND, Oklahoma
CRD number: 328254
Website: www.conkinfinancial.com
Custodians: ALTRUIST FINANCIAL LLC, VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals64.57%
State / Municipal Government34.3%
Pension & Profit Sharing Plans1.13%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Conkin Financial Group, Inc. is an independent registered investment adviser operating as a corporation and owned at the domestic entity/individual level. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes asset-based percentage fees with fixed-fee arrangements. Conkin does not position itself as a capital allocator, does not identify as an active ESG investor, and does not report multi-state adviser status.