F.I.G. Financial Advisory Services, Inc.
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 105506
- Registered since
- September 28, 2020
- Website
- figfinancial.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.51%
- Individuals31.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
F.I.G. Financial Advisory Services, Inc. is an independent registered investment adviser that serves individual and family clients with fee-based portfolio management and financial planning. The firm charges a percentage of assets under management and focuses on direct client relationships rather than institutional mandates. It first registered with the SEC in 2020 and remains organized as a corporation with individual ownership. F.I.G. reports it is not an active ESG investor and does not operate as a multi-state adviser. The firm was named to FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds83%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Ricky Jurrens
Chief Executive OfficerCRD 1023293

Christopher Jurrens
Chief Operating OfficerCRD 5224678
Contacts
1 of 1
Samuel Jurrens
OwnerCRD 5805974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$160M in ETFs
24%
$38.6M
76%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| EVEN HERD LONG SHORT ETF (EHLS) | Active | Long Short Equity | $57.8M | 2,156,407 | 36.08% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 14642 Bogert Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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