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, SEC‑registered RIA that began reporting in 2017 and is structured as an LLC under individual ownership. The firm advises individuals and families and provides portfolio management for individuals and small businesses. Its client-facing model is fee‑based on a percentage of AUM, and staff also operate as registered representatives of a broker‑dealer and as insurance brokers. The firm reports an affiliation with an insurance company and 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
Financial ProfessionalCRD 5194335
JASON SCARCELLA
Co-FounderCRD 4182188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$378M in ETFs
46%
$174M
43%
$204M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF (QDPL) | Passive | Large Blend | $39.2M | 977,608 | 10.39% |
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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