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The Advisory Resource Group, LLC

● SEC registered since 2017CRD 290110SEC# 801-111999Tulsa, OK
Export (members)
Reg. AUM
$808.8M
Employees
13
Accounts
2,320
Location
Tulsa, OK

The Advisory Resource Group, LLC assets under management

The Advisory Resource Group, LLC operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2017. It reports $808.8 million in regulatory assets under management and employs 13 people.
www.cpfguide.comView on SEC.gov ↗

The Advisory Resource Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Randal Steele ControlMemberOver 75%2017
Christopher Grant Brown ControlChief Compliance OfficerUnder 5%2017

Frequently asked questions

How much does The Advisory Resource Group, LLC manage?

The Advisory Resource Group, LLC reports $808.8 million in regulatory assets under management on its Form ADV.

How many employees does The Advisory Resource Group, LLC have?

The Advisory Resource Group, LLC reports 13 employees.

Where is The Advisory Resource Group, LLC located?

The Advisory Resource Group, LLC is based in Tulsa, OK and has been SEC-registered since 2017.

Does The Advisory Resource Group, LLC disclose fund performance?

The Advisory Resource Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4625 E. 91st Street, Tulsa, OK 74137
Phone918-481-1934
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1764968
Discloses disciplinary historyNo

Assets under management

Discretionary$640M
Non-discretionary$168.8M
Total (RAUM)$808.8M