PPrivate Fund Data Log in Join · $37/mo

Arvest Investments, Inc.

● SEC registered since 2005CRD 42057SEC# 801-63738Lowell, AR
Export (members)
Reg. AUM
$2.82B
Employees
232
Accounts
7,800
Location
Lowell, AR

Arvest Investments, Inc. assets under management

Arvest Investments, Inc. is an investment advisory firm registered with the SEC based in Lowell, AR. The firm has been registered since 2005. It reports $2.8 billion in regulatory assets under management and employs 232 people.
www.share.arvest.comView on SEC.gov ↗

Arvest Investments, Inc. owners & executives

27 reported
NameTitleOwnershipSince
Amy Marie MorbeckDirectorUnder 5%2024
Arvest Bank ControlOwnerOver 75%1996
Asa Anderson Cottrell ControlChief Executive Officer, Chairman, DirectorUnder 5%2022
See all 27 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Arvest Investments, Inc. manage?

Arvest Investments, Inc. reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Arvest Investments, Inc. have?

Arvest Investments, Inc. reports 232 employees.

Where is Arvest Investments, Inc. located?

Arvest Investments, Inc. is based in Lowell, AR and has been SEC-registered since 2005.

Does Arvest Investments, Inc. disclose fund performance?

Arvest Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address913 W Monroe Avenue, Lowell, AR 72745
Phone888-916-2121
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1025038
Discloses disciplinary historyYes

Assets under management

Discretionary$883.8M
Non-discretionary$1.94B
Total (RAUM)$2.82B